Family Office

Comprehensive Financial Management LLC (CFM)

Comprehensive Financial Management LLC (“CFM”) is a multi-family office and investment advisory firm founded in California in 1986. The firm manages all its client's assets on a discretionary basis.

Assets Under Management
$10B+
Headquarters
Los Gatos, California
Website
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Asset classes & sectors
MLP

Decision-makers

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Managing Director
Jeanne Mowrey
Managing Director
Timothy Sarhatt
Senior Director, Investments
Gregory Hardester
Partner
Michael Mohr
Managing Member
Members only

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