COMPREHENSIVE FINANCIAL MANAGEMENT LLC
CRD #159641 SEC #801-73689 LOS GATOS, CA 408-358-3316
SEC Registered
Total AUM
$17.9B
Discretionary
$17.9B
Employees
37
Clients
26
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $17.9B | $17.9B | $0 | 37 | 0 |
| Mar 2025 | $17.9B | $17.9B | $0 | 36 | 0 |
| Dec 2024 | $16.7B | $16.7B | $0 | 36 | 0 |
| Aug 2024 | $16.7B | $16.7B | $0 | 36 | 0 |
| Mar 2024 | $16.7B | $16.7B | $0 | 36 | 0 |
| Mar 2023 | $16.6B | $16.6B | $0 | 34 | 0 |
| Apr 2022 | $22.8B | $22.8B | $0 | 33 | 0 |
| Mar 2022 | $22.8B | $22.8B | $0 | 33 | 0 |
| Mar 2021 | $22.8B | $22.8B | $0 | 33 | 0 |
| Dec 2020 | $17.1B | $17.1B | $0 | 29 | 0 |
| Mar 2020 | $17.1B | $17.1B | $0 | 29 | 0 |
| Mar 2019 | $14.2B | $14.2B | $0 | 29 | 0 |
| Mar 2018 | $15.2B | $15.2B | $0 | 27 | 0 |
| Mar 2017 | $11B | $11B | $0 | 27 | 26 |
| Mar 2016 | $11.3B | $11.3B | $0 | 26 | 26 |
| Mar 2015 | $11.1B | $11.1B | $0 | 25 | 26 |
| May 2014 | $11.2B | $11.2B | $0 | 24 | 11 |
| Mar 2014 | $11.2B | $11.2B | $0 | 24 | 11 |
| Mar 2013 | $11.1B | $11.1B | $0 | 20 | 11 |
| Feb 2012 | $7.9B | $7.9B | $0 | -- | 11 |
DateApr 2025
Total AUM$17.9B
Discretionary$17.9B
Non-Disc.$0
Employees37
Clients0
DateMar 2025
Total AUM$17.9B
Discretionary$17.9B
Non-Disc.$0
Employees36
Clients0
DateDec 2024
Total AUM$16.7B
Discretionary$16.7B
Non-Disc.$0
Employees36
Clients0
DateAug 2024
Total AUM$16.7B
Discretionary$16.7B
Non-Disc.$0
Employees36
Clients0
DateMar 2024
Total AUM$16.7B
Discretionary$16.7B
Non-Disc.$0
Employees36
Clients0
DateMar 2023
Total AUM$16.6B
Discretionary$16.6B
Non-Disc.$0
Employees34
Clients0
DateApr 2022
Total AUM$22.8B
Discretionary$22.8B
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$22.8B
Discretionary$22.8B
Non-Disc.$0
Employees33
Clients0
DateMar 2021
Total AUM$22.8B
Discretionary$22.8B
Non-Disc.$0
Employees33
Clients0
DateDec 2020
Total AUM$17.1B
Discretionary$17.1B
Non-Disc.$0
Employees29
Clients0
DateMar 2020
Total AUM$17.1B
Discretionary$17.1B
Non-Disc.$0
Employees29
Clients0
DateMar 2019
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees29
Clients0
DateMar 2018
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees27
Clients0
DateMar 2017
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees27
Clients26
DateMar 2016
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees26
Clients26
DateMar 2015
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees25
Clients26
DateMay 2014
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees24
Clients11
DateMar 2014
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees24
Clients11
DateMar 2013
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees20
Clients11
DateFeb 2012
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees--
Clients11