CFC PLANNING COMPANY, LLC
Legal name: COMPREHENSIVE FINANCIAL CONSULTANTS
CRD #310603 SEC #801-131561 CICERO, IN 317-984-7693
SEC Registered
Total AUM
$140M
Discretionary
$137.6M
Employees
7
Clients
1
Accounts
904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $140M | $137.6M | $2.4M | 7 | 0 |
| Mar 2025 | $140M | $137.6M | $2.4M | 7 | 0 |
| Mar 2025 | $140M | $137.6M | $2.4M | 7 | 0 |
| Nov 2024 | $140.3M | $137.5M | $2.8M | 5 | 0 |
DateOct 2025
Total AUM$140M
Discretionary$137.6M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2025
Total AUM$140M
Discretionary$137.6M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2025
Total AUM$140M
Discretionary$137.6M
Non-Disc.$2.4M
Employees7
Clients0
DateNov 2024
Total AUM$140.3M
Discretionary$137.5M
Non-Disc.$2.8M
Employees5
Clients0