Compass Wealth Management LLC
Compass Wealth Management LLC (CRD# 106289) is a financial advisory firm headquartered in Guilford, CT. They manage $542,113,403 in 838 accounts and serve the financial needs of clients across 9 states (or territories).
-
Total Assets Under Management542MILLION
-
Total Number of Accounts838ACCOUNTS
-
Average Account Value$646,913
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NC, NY, TX, UT, VA
Jason Bear (CRD# 5768783) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 13 years of experience in the finance industry.
Radford Brogden (CRD# 5335401) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 16 years of experience in the finance industry.
Carolyn Matthes (CRD# 1357299) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 35 years of experience in the finance industry.
William Matthes (CRD# 1127116) is an Investment Advisor Representative working at Compass Wealth Management LLC in Guilford, CT and has over 40 years of experience in the finance industry.