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Building 2COMPTON WEALTH ADVISORY GROUP, LLC

Map pinVIRGINIA BEACH, VA
Phone757-351-0741
NotebookSEC #801-107239
Total AUM
$800.3M
Employees
10
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 COLUMBUS CENTER
283 CONSTITUTION DRIVE, SUITE 100
VIRGINIA BEACH
VA 23462
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
757-351-0741

ReceiptFinancials

Total AUM
$800.3M
Accounts
505
Discretionary
$649.7M
Accounts
455
Non-Discretionary
$150.6M
Accounts
50

ContactClients

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Individual Clients
92
AUM
$25.8M
HNW Individual Clients
112
AUM
$722.5M
Charitable Organization Clients
8
AUM
$49.1M
Corporation or Business Clients
20
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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