Investment adviser · CRD 126400
COMPASS ADVISORS LLC
Investment adviser filing (IA)
· Form ADV filed Mar 14, 2012
- Regulatory AUM
- $40.6M Form ADV · Item 5.F
- Client accounts
- 106 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: Mar 14, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Fixed
Principal office
CRD 126400
Filing source
Form ADV 624116 · Mar 14, 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.