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COMPASS WEALTH MANAGEMENT LLC

Tel: 203-453-7000
10 Water Street
Guilford, Connecticut  06437

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COMPASS WEALTH MANAGEMENT LLC

COMPASS WEALTH MANAGEMENT LLC is a Guilford, Connecticut based financial advisory firm with nearly $609,543,910 in assets under management and provides investment advisory services for 895 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

106289

SEC#:

801-53805

No. of Clients:

895

Assets under Management

$609,543,910

No. of Advisors:

5

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