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Home > Retirement Planners > connecticut > westport > COMPASS GROUP MANAGEMENT LLC
COMPASS GROUP MANAGEMENT LLC
301 Riverside Avenue
2nd Floor
Westport, Connecticut 06880
Tel: 203.221.1703
About COMPASS GROUP MANAGEMENT LLC
COMPASS GROUP MANAGEMENT LLC, formally registered with the SEC as COMPASS GROUP MANAGEMENT LLC. The firm was established in 08/14/2013. They have over 2 offices throughout the country.
COMPASS GROUP MANAGEMENT LLC is a Westport, Connecticut based Financial Planning firm with nearly $3,816,981,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168422 |
| SEC# | 801-78327 |
| Assets Managed by Firm | $3,816,981,000 |
| No. of Clients | 1 |
| No. of Advisors | 42 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Other (PROVIDE AD HOC, NON-CONTINUOUS ADVISORY SERVICES FOR A FAMILY OFFICE CLIENT ON AN AS REQUESTED BASIS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $3,816,981,000 |
| Corporations or other businesses | Fewer than 5 clients | $3,816,981,000 |
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