Comprehensive Programs, Inc. (Voorhees)

Name: Comprehensive Programs, Inc.
Address: 513 Centennial Blvd., Voorhees, NJ, 08043
Telephone: 856-874-1250

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.

Comprehensive Programs: assets under management

The assets under management (AUM) of Comprehensive Programs, Inc. is $45 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Comprehensive Programs, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Comprehensive Insurance Programs	Owner	1 Aug 1996	75% - 100%	22-3082297
Bryn Davies Eltringham	Director	1 Aug 1996	Other	1067176
Patricia Pilone	Director	1 Aug 1996	Other	1890633
Ronald Bruce Sussman	Secretary/director	1 Dec 1998	Other	1233596
Gary Daniel Devicci	President/director	1 Dec 1998	Other	836377
Jeremiah Jason Oconnell	Chief compliance officer	1 Jan 2006	Other	2972234

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Bruce Sussman	Owner	1 Jan 1999	25% - 50%	1233596
Gary Daniel Devicci	Owner	1 Jan 1999	Other	836377
Bryn Davies Eltringham	Owner	1 Jan 1999	Other	1067176
Patricia Pilone	Owner	1 Jan 1999	Other	1890633

Based in Voorhees

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.