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COMPOUND FAMILY OFFICES, LLC
Tel: (941) 556-9294
2033 Main Street Suite 202
Sarasota, Florida 34237
COMPOUND FAMILY OFFICES, LLC
COMPOUND FAMILY OFFICES, LLC is a Sarasota, Florida based financial advisory firm with nearly $463,668,532 in assets under management and provides investment advisory services for 280 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
298776
SEC#:
801-114125
No. of Clients:
280
Assets under Management
$463,668,532
No. of Advisors:
6
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