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Comprehensive Money Management Services LLC
Comprehensive Money Management Services LLC is an independent, fee-only financial advisory firm based in Coral Gables, Florida. Founded and led by experienced financial planners, the firm provides investment management and broad financial planning services to individuals and families, helping them to develop strategies to achieve their personal and financial goals. The company is a registered investment adviser and operates with a fiduciary standard, always putting clients' interests first. They serve primarily high-net-worth individuals and families.
Investment Strategy
Comprehensive Money Management Services combines personalized investment management with holistic financial planning. The firm adheres to a fee-only, fiduciary model, maintaining independence by not accepting commissions or selling proprietary products. Their approach is highly client-centric, focusing on simplifying clients' financial lives, protecting resources, and crafting strategies tailored to each individual's or family's goals. They emphasize transparency, trust, and education to help clients make informed decisions and stay on track toward long-term financial and personal milestones.
Latest 13F Filing Activity
Comprehensive Money Management Services LLC filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $132M. The fund increased holdings in Barrick MNG Corp., Wisdomtree TR, Cambria Etf TR among other positions. Comprehensive Money Management Services LLC reduced exposure to Barrick Gold Corp., Adecoagro S A, Sociedad Quimica Y Minera de among others.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTIP | VANGUARD MALVERN FDS | 3.04% | $4.0M | 79,677 | $48.70 | $50.27 | +$619.6K |
V VNQI | VANGUARD INTL EQUITY INDEX F | 2.58% | $3.4M | 73,708 | $39.60 | $46.15 | +$388.0K |
V VPU | VANGUARD WORLD FD | 2.33% | $3.1M | 17,388 | $163.85 | $176.51 | +$56.8K |
I ICSH | ISHARES TR | 2.00% | $2.6M | 52,004 | $50.50 | $50.71 | +$163.3K |
V VWOB | VANGUARD WHITEHALL FDS | 1.88% | $2.5M | 37,817 | $63.15 | $65.35 | +$42.7K |
Industry Allocation
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