Compass Asset Management, LLC

Compass Asset Management, LLC (CRD# 106289) is a financial advisory firm headquartered in Guilford, CT. They manage $238,000,000 in 510 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $466,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Compass Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason W. Bear
CRD#: 5768783
10 Water Street, Guilford, CT 06437
96
Wealthminder
score

Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Asset Management, LLC in Guilford, CT and has over 6 years of experience in the finance industry.

2
Carolyn A. Matthes
CRD#: 1357299
10 Water St., Guilford, CT 06437
93
Wealthminder
score

Carolyn Matthes (CRD# 1357299) is an Investment Advisor Representative working at Compass Asset Management, LLC in Guilford, CT and has over 27 years of experience in the finance industry.

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