Comprehensive Programs, Inc. is an adviser based in Voorhees. It manages $45 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and Pennsylvania.
Comprehensive Programs provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Comprehensive Programs, Inc. is $45 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Comprehensive Programs, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Bruce Sussman has been acting as President since 1 Dec 1998. Jeremiah Jason Oconnell joined the executive team most recently as the Chief Compliance Officer.
The principal office where Comprehensive Programs, Inc. performs its advisory services is located at 513 Centennial Blvd., Voorhees, NJ 08043, which is also the mailing address of the firm. An additional office of the firm is in Vineland, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 856-874-1250 or by fax 856-874-1255. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.cpicapital.com.