Compass Technology Group, Inc.
Compass Technology Group, Inc. (CRD# 157388) is a financial advisory firm headquartered in Menlo Park, CA. They manage $16,559,708 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Technology Group, Inc.
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts1ACCOUNTS
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Average Account Value$16,559,708
Compensation Options
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Compass Technology Group, Inc.
1
David Arscott (CRD# 5910545) is an Investment Advisor Representative working at Compass Technology Group, Inc. in Menlo Park, CA and has over 13 years of experience in the finance industry.
2
Paul Yau (CRD# 5910604) is an Investment Advisor Representative working at Compass Technology Group, Inc. in Menlo Park, CA and has 1 year of experience in the finance industry.
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