Investment adviser · CRD 107317
COMPASS ADVISORS, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Apr 30, 2012
- Regulatory AUM
- $831M Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1395 BRICKELL AVE, SUITE 800MIAMI, FL, 33131-3302, United States
CRD 107317
Filing source
Form ADV 643914 · Apr 30, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.