Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > guilford > COMPASS WEALTH MANAGEMENT LLC
COMPASS WEALTH MANAGEMENT LLC
10 Water Street
Guilford, Connecticut 06437
Tel: 203-453-7000
About COMPASS WEALTH MANAGEMENT LLC
COMPASS WEALTH MANAGEMENT LLC, formally registered with the SEC as COMPASS WEALTH MANAGEMENT LLC. The firm was established in 02/14/1997. They have over 3 offices throughout the country.
COMPASS WEALTH MANAGEMENT LLC is a Guilford, Connecticut based Financial Planning firm with nearly $609,543,910 assets under management, offering retirement planning & investment advisory services to 895 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106289 |
| SEC# | 801-53805 |
| Assets Managed by Firm | $609,543,910 |
| No. of Clients | 895 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 895 | $609,543,910 |
| Individuals (other than high net worth individuals) | 201 | $82,611,590 |
| High net worth individuals | 136 | $507,285,339 |
| Pension and profit sharing plans | 3 | $3,538,333 |
| Charitable organizations | 2 | $16,108,648 |
More Retirement Planning firms in Guilford, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Guilford, Connecticut