281 Independence Blvd
Suite 300
Virginia Beach, Virginia 23462
Tel: 757-351-0741
COMPTON WEALTH ADVISORY GROUP, LLC, formally registered with the SEC as COMPTON WEALTH ADVISORY GROUP, LLC. The firm was established in 04/01/2016. They have over 1 offices throughout the country.
COMPTON WEALTH ADVISORY GROUP, LLC is a Virginia Beach, Virginia based Financial Planning firm with nearly $506,557,415 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281732 |
SEC# | 801-107239 |
Assets Managed by Firm | $506,557,415 |
No. of Clients | 440 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 440 | $506,557,415 |
Individuals (other than high net worth individuals) | 84 | $23,120,109 |
High net worth individuals | 81 | $417,338,014 |
Charitable organizations | 5 | $55,821,221 |
Corporations or other businesses | 18 | $10,278,071 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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