COMPREHENSIVE CAPITAL MANAGEMENT, INC.
A75
CRD 119890·SEC 801-61068·TOTOWA, NJ
AUM
$77.5M
$25M-$100M
Est. Revenue
$775K
@ 1% on AUM
Est. EBITDA
$233K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $115.2M
'21 · $111.0M
'22 · $63.3M
'23 · $64.1M
'25 · $71.0M
'26 · $77.5M
'20'26
$115.2M → $77.5M▼ -33%
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 13 advisors
'22 · 12 advisors
'23 · 11 advisors
'25 · 9 advisors
'26 · 9 advisors
'20'26
15 advisors → 9 advisors▼ -40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited