Comprehensive Capital Management, Inc.

Overview

Comprehensive Capital Management, Inc. is an SEC registered investment adviser based in Totowa, NJ, registered since 2002. It reports $77.5M in assets under management across 2,334 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$77.5M

Discretionary

100%

Accounts

2,334

Average account

$33.2K

Employees

11

Advisory reps

8

Registered since

2002

Jurisdictions

19

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Market Timing
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Timothy Liam Smith President CRD 1407004
• Tonya Marie Coutant Chief Compliance Officer CRD 4585494
• Christina Lauren Jennings Shareholder CRD 4360546

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Zachary James Davidson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6996123
• Mark Dorfman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1457646
• Dov Bernard Fobar Investment Adviser Rep CRD 2354557

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

999 Riverview Dr Ste 201
Totowa, NJ 07512

County

Passaic

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: aurorapw.com

Every state, with registration dates

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