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Building 2COMPASS PRIVATE WEALTH GROUP LLC

Map pinSHORT HILLS, NJ
Phone(908) 615-2249
NotebookSEC #801-132197
Total AUM
$113.3M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 JFK PARKWAY
1ST FL W, SUITE 107
SHORT HILLS
NJ 07078
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(908) 615-2249

ReceiptFinancials

Total AUM
$113.3M
Accounts
259
Discretionary
$109.5M
Accounts
246
Non-Discretionary
$3.8M
Accounts
13

ContactClients

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Individual Clients
13
AUM
$6M
HNW Individual Clients
67
AUM
$107.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
EDUCATIONAL BOOK
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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

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