COMPREHENSIVE INVESTMENT SOLUTIONS, LLC
CRD #119284 SEC #801-61967 YARDLEY, PA 215-497-5050
SEC Registered
Total AUM
$444.1M
Discretionary
$357.3M
Employees
11
Clients
251
Accounts
1,177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $444.1M | $357.3M | $86.8M | 11 | 300 |
| Mar 2014 | $415.1M | $343.8M | $71.3M | 12 | 260 |
| Apr 2013 | $366.4M | $291.1M | $75.2M | 12 | 300 |
| Mar 2012 | $345.3M | $276.4M | $68.9M | 11 | 250 |
| Mar 2011 | $342.7M | $164.7M | $178.1M | -- | -- |
| Mar 2009 | $231.2M | $0 | $231.2M | -- | -- |
| Mar 2007 | $300M | $0 | $300M | -- | -- |
| Mar 2007 | $300M | $0 | $300M | -- | -- |
| Mar 2006 | $245M | $0 | $245M | 10 | -- |
| Jan 2005 | $157M | $0 | $157M | 10 | -- |
DateMar 2015
Total AUM$444.1M
Discretionary$357.3M
Non-Disc.$86.8M
Employees11
Clients300
DateMar 2014
Total AUM$415.1M
Discretionary$343.8M
Non-Disc.$71.3M
Employees12
Clients260
DateApr 2013
Total AUM$366.4M
Discretionary$291.1M
Non-Disc.$75.2M
Employees12
Clients300
DateMar 2012
Total AUM$345.3M
Discretionary$276.4M
Non-Disc.$68.9M
Employees11
Clients250
DateMar 2011
Total AUM$342.7M
Discretionary$164.7M
Non-Disc.$178.1M
Employees--
Clients--
DateMar 2009
Total AUM$231.2M
Discretionary$0
Non-Disc.$231.2M
Employees--
Clients--
DateMar 2007
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees--
Clients--
DateMar 2007
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees--
Clients--
DateMar 2006
Total AUM$245M
Discretionary$0
Non-Disc.$245M
Employees10
Clients--
DateJan 2005
Total AUM$157M
Discretionary$0
Non-Disc.$157M
Employees10
Clients--