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Building 2COMPASS INVESTMENT ADVISERS, LLC

Map pinPORTLAND, OR
Phone503-473-8422
NotebookSEC #801-131278
Total AUM
$110.5M
Employees
2
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4475 SW SCHOLLS FERRY RD
SUITE 270
PORTLAND
OR 97225-1958
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
503-473-8422

ReceiptFinancials

Total AUM
$110.5M
Accounts
241
Discretionary
$104.2M
Accounts
224
Non-Discretionary
$6.3M
Accounts
17

ContactClients

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Individual Clients
47
AUM
$27.9M
HNW Individual Clients
25
AUM
$81.9M
Other Clients
1
AUM
$707.9K
Description of Other Clients
NON-DISCRETIONARY/ SELF-DIRECTED

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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

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