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Building 2COMPOUND FAMILY OFFICES, LLC

Map pinSARASOTA, FL
Phone(941) 556-9294
NotebookSEC #801-114125
Total AUM
$540.8M
Employees
6
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2033 MAIN STREET
SUITE 202
SARASOTA
FL 34237
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(941) 556-9294

ReceiptFinancials

Total AUM
$540.8M
Accounts
324
Discretionary
$540.8M
Accounts
324
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$23.6M
HNW Individual Clients
68
AUM
$511.5M
Charitable Organization Clients
4
AUM
$5.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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