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Building 2COMPASS CAPITAL MANAGEMENT, LLC

Map pinMCALESTER, OK
Phone918-423-3222
NotebookSEC #801-132163
Total AUM
$119M
Employees
10
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 E. CHOCTAW AVENUE
SUITE 101
MCALESTER
OK 74501
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
918-423-3222
Other Offices
1

ReceiptFinancials

Total AUM
$119M
Accounts
482
Discretionary
$119M
Accounts
482
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
192
AUM
$47M
HNW Individual Clients
39
AUM
$65.2M
Charitable Organization Clients
1
AUM
$1.2M
Government Entity Clients
1
AUM
$5.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF FEES CHARGED BY THRID-PARTY ADVISOR FIRMS

Shield checkCompliance

Disclosures

None reported

State Registrations
AROKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.

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