COMPASS ADVISORS
Firm details
- Headquarters
- MELVILLE, New York
- CRD number
- 288256
- Registered since
- April 14, 2017
- Website
- www.compassadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans43.98%
- HNWI39.15%
- Individuals15.66%
- Corporations / Businesses1.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Compass Advisors is an owner-managed independent RIA organized as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator for wealthy individuals, families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Its fee mix includes percentage-of-AUM arrangements supplemented by hourly and fixed fees. Compass Advisors does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents4%
Contacts
3 of 5LAUREN KING
Managing PartnerCRD 4629988
MICHAEL CUNEO
Managing PartnerCRD 4634237
JEFFREY MYERS
Senior Investment AdvisorCRD 3154149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$363M in ETFs
55%
$201M
44%
$162M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY (IJAN) | Innovator | Active | Options Trading | $30.2M | 832,806 | 8.33% |
Location
MELVILLE, NY
SUFFOLK
Location
MELVILLE, NY
Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 155 Pinelawn Rd
- Time zone
- ET (UTC-5)
- Office locations
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