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Building 2COMPASS ANALYTICS, LLC

Map pinSAN FRANCISCO, CA
Phone415-462-7500
NotebookSEC #801-62936
Total AUM
$34.2B
Employees
97
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 CALIFORNIA STREET
SUITE 1725
SAN FRANCISCO
CA 94104
United States
Operating Hours
5:00 AM - 5:00 PM
Monday - Friday
Phone
415-462-7500
Other Offices
1

ReceiptFinancials

Total AUM
$34.2B
Accounts
54
Discretionary
$34.2B
Accounts
54
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
15
AUM
$8.6B
Government Entity Clients
1
AUM
$183.1M
Other Clients
38
AUM
$25.4B
Description of Other Clients
MORTGAGE COMPANIES

Briefcase businessServices

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Services Offered
Other Services
Other Services
MORTGAGE PIPELINE AND SERVICING RISK MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
FEES BASED ON MORTGAGE ORIGINATION VOLUME

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMD

HandshakeAffiliates

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

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