COMPASS GROUP INVESTMENTS SOLUTIONS LLC

1441 Brickell Avenue
Suite 1430
Miami, Florida 33131
Tel: 305-358-7052

About COMPASS GROUP INVESTMENTS SOLUTIONS LLC

COMPASS GROUP INVESTMENTS SOLUTIONS LLC, formally registered with the SEC as COMPASS GROUP INVESTMENTS SOLUTIONS LLC. The firm was established in 10/11/2019. They have over 1 offices throughout the country.

COMPASS GROUP INVESTMENTS SOLUTIONS LLC is a Miami, Florida based Financial Planning firm with nearly $394,343,913 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305680
SEC#	801-117486
Assets Managed by Firm	$394,343,913
No. of Clients	156
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Other (REPORTING SERVICE FEES)

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	156	$394,343,913
High net worth individuals	156	$394,343,913

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