Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- $18.5B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Comprehensive Financial Management is an East Islip, NY-based financial advisory firm affiliated with LPL Financial, specializing in personalized financial planning and advanced tax strategies for individuals, families, and business owners across multiple states in the U.S.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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