COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	36
Investment Advisory/Research	13
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	30	$16.7B
Non-Discretionary	0	$0
Total	30	$16.7B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	13	$15.3B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	12	$426.7M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	5	$907.3M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	Hourly chargesFixed feesPerformance-based fees
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-73689
SEC ERA File Number	801-73689
SEC CIK Numbers	1799802
SEC CRD Numbers	159641
Legal Entity Identifier	None

Principal Office

720 UNIVERSITY AVENUE
SUITE 200
LOS GATOS
CA
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic