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Building 2COMPASS CAPITAL CORPORATION

Map pinBRAINTREE, MA
Phone781-535-6083
NotebookSEC #801-21957
Total AUM
$663.6M
Employees
14
Clients
1,371

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 BRAINTREE HILL OFFICE PARK
SUITE 105
BRAINTREE
MA 02184-8734
United States
Operating Hours
9 TO 5
Monday - Friday
Phone
781-535-6083
Other Offices
3

ReceiptFinancials

Total AUM
$663.6M
Accounts
1,371
Discretionary
$577M
Accounts
1,362
Non-Discretionary
$86.5M
Accounts
9

ContactClients

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Individual Clients
1,231
AUM
$218.5M
HNW Individual Clients
136
AUM
$434.7M
Pension/Profit Sharing Plan Clients
4
AUM
$10.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMAMTNCNHNJNYRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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