Compass Capital Corporation

Compass Capital Corporation (CRD# 112323) is a financial advisory firm headquartered in Braintree, MA. They manage $475,503,136 in 1,339 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184
http://www.compasscapital.co
By the Numbers
  • Total Assets Under Management
    476
    MILLION
  • Total Number of Accounts
    1,339
    ACCOUNTS
  • Average Account Value
    $355,118
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, MT, NC, NH, NJ, NY, RI, TX

Financial Advisors at Compass Capital Corporation
Showing 11 - 16 of 16 top financial advisors.
11
Thomas Licciardello, financial advisor North Andover MA
Thomas J. Licciardello
CRD#: 1025112
30 Massachusetts Avenue, Suite 209, North Andover, MA 01845

Thomas Licciardello (CRD# 1025112) is an Investment Advisor Representative working at Compass Capital Corporation in North Andover, MA and has over 42 years of experience in the finance industry.

12
Omar Mian, financial advisor Braintree MA
Omar J. Mian
CRD#: 4438665
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184

Omar Mian (CRD# 4438665) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 22 years of experience in the finance industry.

13
Peter Montalbano, financial advisor Braintree MA
Peter Montalbano
CRD#: 2797912
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184

Peter Montalbano (CRD# 2797912) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 27 years of experience in the finance industry.

14
David Morgan, financial advisor Braintree MA
David C. Morgan
CRD#: 5297240
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184

David Morgan (CRD# 5297240) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 15 years of experience in the finance industry.

15
Timothy Shanahan, financial advisor Braintree MA
Timothy F. Shanahan
CRD#: 709231
50 Braintree Hill Office Park, Ste 105, Braintree, MA 02184

Timothy Shanahan (CRD# 709231) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 43 years of experience in the finance industry.

16
Bruce Winans, financial advisor Braintree MA
Bruce D. Winans
CRD#: 4546308
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184

Bruce Winans (CRD# 4546308) is an Investment Advisor Representative working at Compass Capital Corporation in Braintree, MA and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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