COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- STATEN ISLAND, New York
- CRD number
- 140510
- Website
- cwmg-llc.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Comprehensive Wealth Management Group, LLC operates as an independent registered investment advisor (RIA) focused on serving individual and family clients. The firm emphasizes financial planning services, providing tailored advice to meet the unique needs of its clientele. As a limited liability company, Comprehensive Wealth Management Group is structured to offer flexibility in its operations while maintaining a client-centric approach. The firm does not engage in capital allocation or act as a pension consultant, which allows it to concentrate on its core advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ALLAN KATZ
VP, InvestmentsCRD 2166004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STATEN ISLAND, NY
RICHMOND
Location
STATEN ISLAND, NY
Headquartered in STATEN ISLAND, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- RICHMOND
- Address
- 4864 Arthur Kill Rd
- Time zone
- ET (UTC-5)
- Office locations
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