Overview
Assets Under Management: $610 million
Headquarters: GUILFORD, CT
High-Net-Worth Clients: 136
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 895
Discretionary Accounts: 895
Regulatory Filings
CRD Number: 106289
Last Filing Date: 2025-02-06 00:00:00
Website: HTTP://COMPASSWEALTHMANAGEMENT.COM