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Building 2COMPASS CAPITAL MANAGEMENT INC

Map pinMINNEAPOLIS, MN
Phone612-338-4051
NotebookSEC #801-32238
Total AUM
$2.6B
Employees
20
Clients
443

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
706 SECOND AVENUE SOUTH
SUITE 400
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
612-338-4051
Other Offices
1

ReceiptFinancials

Total AUM
$2.6B
Accounts
1,676
Discretionary
$2.4B
Accounts
1,597
Non-Discretionary
$176.6M
Accounts
79

ContactClients

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Individual Clients
101
AUM
$46.9M
HNW Individual Clients
278
AUM
$1.9B
Pension/Profit Sharing Plan Clients
30
AUM
$234.3M
Charitable Organization Clients
21
AUM
$149.6M
Corporation or Business Clients
13
AUM
$261.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISOR
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILMIMNNDNYOKSDTXVAWI

HandshakeAffiliates

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

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