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Building 2COMPASS INVESTMENT PARTNERS LLC

Map pinFEDERAL WAY, WA
Phone253-528-2100
NotebookSEC #801-62866
Total AUM
$59.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33442 FIRST WAY SOUTH
SUITE 100
FEDERAL WAY
WA 98003
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
253-528-2100

ReceiptFinancials

Total AUM
$59.1M
Accounts
292
Discretionary
$12.2M
Accounts
191
Non-Discretionary
$46.8M
Accounts
101

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

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

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