EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

One South Street
16th Floor
Baltimore, Maryland 21202
Tel: 443-224-1231

About EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC. The firm was established in 05/08/2008. They have over 5 offices throughout the country.

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $179,465,950 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145420
SEC#	801-69131
Assets Managed by Firm	$179,465,950
No. of Clients	109
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	109	$179,465,950
Individuals (other than high net worth individuals)	101	$50,100,921
High net worth individuals	7	$79,485,144

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