Investment adviser · CRD 297359

COMPASS PORTFOLIO ADVISORY SERVICE INCORPORATED

Investment adviser filing (IA)

BRAINTREE, MA, United States · Form ADV filed Oct 11, 2019

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
IndividualsFewer than 5$0Not reported
Filing source

Form ADV 1350399 · Oct 11, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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: Oct 11, 2019. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

50 BRAINTREE HILL PARK #105
BRAINTREE, MA, 02184, United States

CRD 297359

Filing source

Form ADV 1350399 · Oct 11, 2019 · 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.