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Building 2EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Map pinBALTIMORE, MD
Phone443-224-1231
NotebookSEC #801-69131
Total AUM
$220.9M
Employees
14
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE SOUTH STREET
25TH FLOOR
BALTIMORE
MD 21202
United States
Operating Hours
8AM - 5PM EST
Monday - Friday
Phone
443-224-1231
Other Offices
5

ReceiptFinancials

Total AUM
$220.9M
Accounts
163
Discretionary
$220.9M
Accounts
163
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$79.8M
HNW Individual Clients
13
AUM
$141.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.

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