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Building 2COMPASS WEALTH MANAGEMENT LLC

Map pinGUILFORD, CT
Phone203-453-7000
NotebookSEC #801-53805
Total AUM
$682.5M
Employees
5
Clients
375

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 WATER STREET
GUILFORD
CT 06437
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
203-453-7000
Other Offices
2

ReceiptFinancials

Total AUM
$682.5M
Accounts
931
Discretionary
$682.5M
Accounts
931
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$77.6M
HNW Individual Clients
153
AUM
$580.7M
Pension/Profit Sharing Plan Clients
3
AUM
$6.9M
Charitable Organization Clients
5
AUM
$17.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNJNYTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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