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Building 2COMPASS FINANCIAL MANAGEMENT LLC

Map pinPARSIPPANY, NJ
Phone(973) 402-9700
NotebookSEC #801-72297
Total AUM
$68.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 ROUTE 46
SUITE 310
PARSIPPANY
NJ 07054
United States
Operating Hours
9:30 AM-4:30 PM
Monday - Friday
Phone
(973) 402-9700

ReceiptFinancials

Total AUM
$68.1M
Accounts
189
Discretionary
$45M
Accounts
177
Non-Discretionary
$23.2M
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
401K CONSULTING/RETIREMENT PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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