A complete list of active advisors currently associated with COMPREHENSIVE CAPITAL MANAGEMENT, Inc.
Warmer can help you find a great advisor at COMPREHENSIVE CAPITAL MANAGEMENT, Inc. or one who fits your needs even better.
Comprehensive Capital Management, Inc. advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and other businesses, offering discretionary and non‑discretionary portfolio management, model portfolio programs, retirement plan consulting, third‑party manager selection, and financial planning. The firm delivers these services through a network of investment adviser representatives who work with client‑level investment policy statements and account‑specific objectives. The firm’s advisers use a mix of fundamental and technical methods — including charting, tactical overlays and explicit market‑timing strategies — and offer strategic and tactical model portfolios (including Vanguard ETF‑based models), options strategies, and active switching between mutual funds. Accounts can be managed on an ongoing discretionary or non‑discretionary basis and are reviewed periodically with rebalancing driven by model drift, market conditions, or client discussions. Compared with many peers, CCM manages about $77.5 million for roughly 2,334 clients served by eight advisers (more than 200 clients per adviser) and operates from multiple offices, a structure that is atypical for a firm of its size. The firm is affiliated with an in‑house broker‑dealer and insurance agency and discloses related conflicts of interest (including practices around 12b‑1 credits, margin, and commission arrangements) and has a history of regulatory disclosure events and subsequent remediation, including SEC settlements and independent compliance oversight.
To learn more about the advisors currently working at COMPREHENSIVE CAPITAL MANAGEMENT, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mars, PA
| 6
| |
Lynbrook, NY
| 39
| |
Totowa, NJ
| 19
| |
Palm Springs, CA
| 49
| |
Mars, PA
| 17
| |
Palm Springs, CA
| 33
| |
Beaver, PA
| 27
| |
Lynbrook, NY
| 32
|
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