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Building 2COMPASS RETIREMENT, LLC

Map pin
Phone860-661-3821
NotebookSEC #801-135947
Total AUM
$105.1M
Employees
1
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
860-661-3821

ReceiptFinancials

Total AUM
$105.1M
Accounts
255
Discretionary
$92.3M
Accounts
245
Non-Discretionary
$12.8M
Accounts
10

ContactClients

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Individual Clients
44
AUM
$20.6M
HNW Individual Clients
30
AUM
$84.5M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CTFLMDNC

HandshakeAffiliates

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

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