Compass Asset Management, LLC

Compass Asset Management, LLC (CRD# 106289) is a financial advisory firm headquartered in Guilford, CT. They manage $409,000,000 in 705 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $580,142
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, FL, MA, NY

Financial Advisors at Compass Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason W. Bear
CRD#: 5768783
10 Water Street, Guilford, CT 06437

Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Asset Management, LLC in Guilford, CT and has over 10 years of experience in the finance industry.

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

Carolyn Matthes (CRD# 1357299) is an Investment Advisor Representative working at Compass Asset Management, LLC in Guilford, CT and has over 31 years of experience in the finance industry.

3
William L. Matthes
CRD#: 1127116
10 Water St,, Guilford, CT 06437

William Matthes (CRD# 1127116) is an Investment Advisor Representative working at Compass Asset Management, LLC in Guilford, CT and has over 37 years of experience in the finance industry.

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