Compass Capital Corporation

Compass Capital Corporation (CRD# 112323) is a financial advisory firm headquartered in Braintree, MA. They manage $174,808,276 in 694 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $251,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Compass Capital Corporation
Showing 1 - 10 of 13 top financial advisors.
1
John R. Ahern
CRD#: 723273
50 Braintree Hill Office Park, Ste 105, Braintree, MA 02184
93
Wealthminder
score

John Ahern (CRD# 723273) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 35 years of experience in the finance industry.

2
Philip B. Boncaldo
CRD#: 2087265
72 Beale Street, Quincy, MA 02170
93
Wealthminder
score

Philip Boncaldo (CRD# 2087265) is an Investment Advisor Representative working at Compass Capital Corporation in Quincy, MA and has over 26 years of experience in the finance industry.

3
Robert D. Fogarty
CRD#: 1445800
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184
93
Wealthminder
score

Robert Fogarty (CRD# 1445800) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 30 years of experience in the finance industry.

4
Walter K. Joly
CRD#: 840057
Braintree, MA
93
Wealthminder
score

Walter Joly (CRD# 840057) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 31 years of experience in the finance industry.

5
Troy A. Knowlan
CRD#: 2951428
Winthrop, ME
93
Wealthminder
score

Troy Knowlan (CRD# 2951428) is an Investment Advisor Representative working at Compass Capital Corporation in Winthrop, ME and has over 18 years of experience in the finance industry.

6
Thomas J. Licciardello
CRD#: 1025112
Riverwalk, 360 Merrimack St, Bldg 5, Lawrence, MA 01843
93
Wealthminder
score

Thomas Licciardello (CRD# 1025112) is an Investment Advisor Representative working at Compass Capital Corporation in Lawrence, MA and has over 34 years of experience in the finance industry.

7
Cristina C. Licciardello Lippman
CRD#: 5245764
863 Turnpike Street, North Andover, MA 01845
93
Wealthminder
score

Cristina Licciardello Lippman (CRD# 5245764) is an Investment Advisor Representative working at Compass Capital Corporation in North Andover, MA and has over 10 years of experience in the finance industry.

8
Omar J. Mian
CRD#: 4438665
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184
93
Wealthminder
score

Omar Mian (CRD# 4438665) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 14 years of experience in the finance industry.

9
David C. Morgan
CRD#: 5297240
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184
93
Wealthminder
score

David Morgan (CRD# 5297240) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 7 years of experience in the finance industry.

10
Timothy F. Shanahan
CRD#: 709231
50 Braintree Hill Office Park, Ste 105, Braintree, MA 02184
93
Wealthminder
score

Timothy Shanahan (CRD# 709231) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 36 years of experience in the finance industry.

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