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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| BROWN, NICHOLAS, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, NICHOLAS, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSEN, ROGER, VICTOR | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOWREY, JEANNE, ROGERS | I | MANAGING DIRECTOR | NA | Control |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SUBSTITUTE COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SUBSTITUTE COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SUBSTITUTE COMPLIANCE OFFICER | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| SARHATT, TIMOTHY, RAYMOND | I | SENIOR DIRECTOR, INVESTMENTS | NA | |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | E | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGER & MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGING MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGER & MEMBER | D | Control |
| MOHR, MICHAEL, GILBERT | I | MANAGER & MEMBER | D | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MANAGER & MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MANAGER & MEMBER | B | Control |
| HARDESTER, GREGORY, REED | I | MANAGER & MEMBER | B | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGER & MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGER & MANAGING DIRECTOR | A | Control |
| ALVORD, JEFFREY, ROBERT | I | MANAGER & MANAGING DIRECTOR | A | Control |
| MOHR, JEFFREY, COLIN | I | MANAGER, SPECIAL PROJECTS | A | |
| MOHR, JEFFREY, COLIN | I | MANAGER, SPECIAL PROJECTS | A | |
| MOHR, JEFFREY, COLIN | I | MANAGER, SPECIAL PROJECTS | A | |
| MOHR, JEFFREY, COLIN | I | MANAGER, SPECIAL PROJECTS | A | |
| MOHR, JEFFREY, COLIN | I | ADVISOR, STRATEGY & GOVERNANCE | A | |
| MOHR, JEFFREY, COLIN | I | ADVISOR, STRATEGY & GOVERNANCE | A | |
| MOHR, JEFFREY, COLIN | I | ADVISOR, STRATEGY & GOVERNANCE | A | |
| MOHR, JEFFREY, COLIN | I | ADVISOR, STRATEGY & GOVERNANCE | A | |
| MOHR, JEFFREY, COLIN | I | SPECIAL MEMBER | A | Control |
| MOHR, JEFFREY, COLIN | I | ADVISOR, STRATEGY & GOVERNANCE | A | |
| MOHR, JEFFREY, COLIN | I | ADVISOR, STRATEGY & GOVERNANCE | A | |
| MOHR, JEFFREY, COLIN | I | SPECIAL MEMBER | A | Control |
| MOHR, JEFFREY, COLIN | I | SPECIAL MEMBER | A | Control |
Registrations
Federal
IA
Apr 18, 2025 REGISTERED
Notice Filings (1)
CA
Address
720 UNIVERSITY AVENUESUITE 110
LOS GATOS, CA 95032-7606
United States
Phone: 408-358-3316