Investment adviser · CRD 125568

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

Investment adviser filing (IA)

BRENTWOOD, TN, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$1.65B
Form ADV · Item 5.F
Client accounts
388
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
11
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 31, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

213 OVERLOOK CIRCLE, SUITE A-1
BRENTWOOD, TN, 37027, United States

CRD 125568

Filing source

Form ADV 898773 · Mar 31, 2015 · 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.