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Comprehensive Money Management Services LLC (Coral Gables)


Comprehensive Money Management Services LLC is an adviser based in Coral Gables. It manages $70 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2008.

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Comprehensive Money Management Services provides financial planning services, portfolio management for individuals and small businesses, and tax preparation services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Comprehensive Money Management Services: assets under management

The assets under management (AUM) of Comprehensive Money Management Services LLC is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $70 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $795.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Comprehensive Money Management Services LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coral Gables

The principal office where Comprehensive Money Management Services LLC performs its advisory services is located at 535 Vilabella Avenue, Coral Gables, FL 33146 1717, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-662-7757 or by fax 305-402-8409. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.comprehensivemoney.com.


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