Compass Private Wealth Consulting, LLC
RIAState Registered
Total AUM
$19.8M
Discretionary
$19.8M
100% of AUM
Avg account
$225K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147934
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70%
- Individuals30%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compass Private Wealth Consulting, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also lists accounting among its business activities. Its fee arrangements include asset-based fees, hourly billing and fixed fees. Compass is not a multi-state adviser, does not position itself as a capital allocator, and does not describe itself 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 Equities69%
- US Government Bonds18%
- Cash & Cash Equivalents13%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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