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COMPASS GROUP MANAGEMENT LLC

301 Riverside Avenue
2nd Floor
Westport, Connecticut 06880
Tel: 203.221.1703

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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 StatusApproved
Firm CRD#168422
SEC#801-78327
Assets Managed by Firm$3,816,981,000
No. of Clients1
No. of Advisors42

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 ClientsAUM
Firm Total1$3,816,981,000
Corporations or other businessesFewer than 5 clients$3,816,981,000

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