COMPASS ADVISORS

155 Pinelawn Road
Suite 210 N
Melville, New York 11747
Tel: (516) 938-2400

About COMPASS ADVISORS

COMPASS ADVISORS, formally registered with the SEC as COMPASS ADVISORS. The firm was established in 04/14/2017. They have over 2 offices throughout the country.

COMPASS ADVISORS is a Melville, New York based Financial Planning firm with nearly $644,083,351 assets under management, offering retirement planning & investment advisory services to 1079 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288256
SEC#	801-110409
Assets Managed by Firm	$644,083,351
No. of Clients	1079
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1079	$644,083,351
Individuals (other than high net worth individuals)	208	$68,463,321
High net worth individuals	143	$291,776,719
Pension and profit sharing plans	117	$276,786,311
Corporations or other businesses	6	$7,057,000

More Retirement Planning firms in Melville, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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