Comprehensive Investment Solutions, LLC (Yardley)

Name: Comprehensive Investment Solutions, LLC
Address: 1002 Floral Vale Blvd., Yardley, PA, 19067
Telephone: 215-497-5050

Comprehensive Investment Solutions, LLC is a large advisory firm based in Yardley. It manages $444.09 million of regulatory assets for 1,177 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, New Jersey, New York, and Pennsylvania.

Comprehensive Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Comprehensive Investment Solutions: assets under management

The assets under management (AUM) of Comprehensive Investment Solutions, LLC is $444.09 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $357.3 million in discretionary accounts and $86.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $446.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $230.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Comprehensive Investment Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Comprehensive Investment Solutions, LLC

Thomas Alvare has been acting as President since 1 Apr 2003. Thomas Nemesio Alvare joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Math & Whitman Llc Drucker	Member	1 Apr 2003	Other	75-3082813
Thomas Nemesio Alvare	Managing member	1 Apr 2003	25% - 50%	2218424
Ronald Herbert Drucker	Member	1 Apr 2003	Other	4362690
Jane Nmn Scaccetti Fumo	Member	1 Apr 2003	Other	4362867
Ronald Joseph Beckman	Member	1 Apr 2003	Other	4362663
Mark Nmn Sobel	Managing member	1 Apr 2003	Other	3101961
Robert Neil Polans	Managing member	1 Apr 2003	Other	4362698
Steven Allen Braun	Managing member	1 Apr 2003	Other	1716924
Bruce Harris Benjamin	Member	1 Apr 2003	Other	4362670
Diane Nmn Decesare	Member	1 Apr 2003	Other	4362682
Llc Drucker & Scaccetti	Member	1 Apr 2003	50% - 75%	23-3083982
Paul Frank Castellon	Ceo	1 Apr 2003	Other	1141817
Jane Scaccetti Fumo	Member	1 Apr 2003	Other	4362867
Mark Sobel	Member	1 Apr 2003	Other	3101961
Diane Decesare	Member	1 Apr 2003	Other	4362682
Edward Joseph Reitmeyer	Member	1 Apr 2003	Other	4362861
Thomas Alvare	President	1 Apr 2003	Other	2218424
Thomas Nemesio Alvare	Chief compliance officer	1 Jan 2007	Other	2218424

Based in Yardley

The principal office where Comprehensive Investment Solutions, LLC performs its advisory services is located at 1002 Floral Vale Blvd., Yardley, PA 19067, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-497-5050 or by fax 215-497-5059. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at investsolutions.com.