FINANCIAL COMPASS LLC
Firm details
- Headquarters
- ,
- CRD number
- 148773
- Website
- www.financial-compass.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.01%
- Individuals2.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Compass LLC is an independent, individually owned registered investment advisor organized as an LLC that focuses on planning and portfolio management for private clients and small businesses. The firm serves individual and family clients and charges fees on a mix of asset-based fees, hourly billing, and fixed-fee engagements. Its advisory offering centers on financial planning and discretionary portfolio management rather than pension consulting, multi-state institutional mandates, or capital allocation to external managers. The firm 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 Equities54%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents1%
Contacts
1 of 1JULIE MCNULTY
FounderCRD 5627040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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