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Home > Retirement Planners > florida > sarasota > COMPOUND FAMILY OFFICES, LLC
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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