Compass Capital Management Group LLC

Compass Capital Management Group LLC (CRD# 242788) is a financial advisory firm headquartered in Redwood City, CA. They manage $14,900,000 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $161,957
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
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, TX

Financial Advisors at Compass Capital Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nathan M. Dingler
CRD#: 5786976
303 Twin Dolphin Drive, 6th Floor, Redwood City, CA 94065
93
Wealthminder
score

Nathan Dingler (CRD# 5786976) is an Investment Advisor Representative working at Compass Capital Management Group LLC in Redwood City, CA and has over 5 years of experience in the finance industry. Nathan Dingler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Raymond M. Vo
CRD#: 6145117
303 Twin Dolphin Drive, 6th Floor, Redwood City, CA 94065
87
Wealthminder
score

Raymond Vo (CRD# 6145117) is an Investment Advisor Representative working at Compass Capital Management Group LLC in Redwood City, CA and has 1 year of experience in the finance industry.

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