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Building 2COMPASS GROUP INVESTMENTS SOLUTIONS LLC

Map pinMIAMI, FL
Phone305-358-7052
NotebookSEC #801-117486
Total AUM
$526.8M
Employees
17
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1441 BRICKELL AVENUE
SUITE 1430
MIAMI
FL 33131
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
305-358-7052

ReceiptFinancials

Total AUM
$526.8M
Accounts
148
Discretionary
$441.8M
Accounts
101
Non-Discretionary
$85M
Accounts
47

ContactClients

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HNW Individual Clients
148
AUM
$526.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REPORTING SERVICE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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