COMPOUND FAMILY OFFICES, LLC

2033 Main Street
Suite 202
Sarasota, Florida 34237
Tel: (941) 556-9294

About COMPOUND FAMILY OFFICES, LLC

COMPOUND FAMILY OFFICES, LLC, formally registered with the SEC as COMPOUND FAMILY OFFICES, LLC. The firm was established in 10/11/2018. They have over 1 offices throughout the country.

COMPOUND FAMILY OFFICES, LLC is a Sarasota, Florida based Financial Planning firm with nearly $463,668,532 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298776
SEC#	801-114125
Assets Managed by Firm	$463,668,532
No. of Clients	280
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

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

Firm Client Information

	No. of Clients	AUM
Firm Total	280	$463,668,532
Individuals (other than high net worth individuals)	76	$29,420,563
High net worth individuals	52	$430,059,699
Charitable organizations	4	$4,188,270

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