Compass Wealth Advisors
Compass Wealth Advisors (CRD# 165749) is a financial advisory firm headquartered in Petaluma, CA. They manage $26,332,673 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Wealth Advisors
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$201,013
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
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 Wealth Advisors
1
John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 13 years of experience in the finance industry.
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