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COMPTON WEALTH ADVISORY GROUP, LLC

281 Independence Blvd
Suite 300
Virginia Beach, Virginia 23462
Tel: 757-351-0741

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About COMPTON WEALTH ADVISORY GROUP, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#281732
SEC#801-107239
Assets Managed by Firm$506,557,415
No. of Clients440
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total440$506,557,415
Individuals (other than high net worth individuals)84$23,120,109
High net worth individuals81$417,338,014
Charitable organizations5$55,821,221
Corporations or other businesses18$10,278,071

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