COMPOUND PLANNING

115 Broadway
5th Floor
New York, New York 10006
Tel: 888-533-9364

About COMPOUND PLANNING

COMPOUND PLANNING, formally registered with the SEC as COMPOUND PLANNING. The firm was established in 07/01/2022. They have over 46 offices throughout the country.

COMPOUND PLANNING is a New York, New York based Financial Planning firm with nearly $1,395,949,263 assets under management, offering retirement planning & investment advisory services to 7391 clients. The firm is staffed with 70 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171787
SEC#	801-126007
Assets Managed by Firm	$1,395,949,263
No. of Clients	7391
No. of Advisors	70

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7391	$1,395,949,263
Individuals (other than high net worth individuals)	1977	$941,885,573
High net worth individuals	188	$454,063,690

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