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Building 2COMPASS PLANNING ASSOCIATES, INC.

Map pin
Phone617-523-4666
NotebookSEC #801-129110
Total AUM
$213.9M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5 PM
BY APPOINTMENT
Phone
617-523-4666
Other Offices
2

ReceiptFinancials

Total AUM
$213.9M
Accounts
333
Discretionary
$196.8M
Accounts
317
Non-Discretionary
$17.1M
Accounts
16

ContactClients

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Individual Clients
6
AUM
$4.9M
HNW Individual Clients
66
AUM
$209M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDMENHNYPATXVT

HandshakeAffiliates

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

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