Firms by city
Registered investment advisers in Los Gatos, CA
One SEC-registered adviser headquartered in Los Gatos, listed by regulatory assets under management as reported on Form ADV.
The firm
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Comprehensive Financial ManagementCRD 159641 | Los Gatos, CA | $18.52B | 15 | 30 |
Comprehensive Financial ManagementCRD 159641$18.52B
- Headquarters
- Los Gatos, CA
- Advisory staff
- 15
- Clients
- 30
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Los Gatos on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.