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Comprehensive Financial Consultants Institutional, Inc.
Bloomington, Indiana
5.0
2 Reviews
Comprehensive Financial Consultants Institutional, Inc., based out of Bloomington, IN, is a reputable investment advisory firm that caters to institutional clients seeking comprehensive financial solutions. With a team of 20 dedicated professionals, 18 of whom specialize in investment advisory services, they possess the expertise and knowledge to guide their clients towards achieving their financial goals.
The firm's investment advisors boast an impressive track record, managing an average of $99,160,000 in assets per advisor, aligning with the industry average. Their compensation structure is diverse, incorporating various model...see more
Assets Under Mgmt
$380.69M
Investment Professionals
18
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other: FINANCIAL CONSULTING SERVICES
Reviews for Comprehensive Financial Consultants Institutional, Inc.
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