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).
Total Assets Under Management15MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$161,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Dingler (CRD# 5786976) is an Investment Advisor Representative working at Compass Capital Management Group LLC in Redwood City, CA and has over 6 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.
Raymond Vo (CRD# 6145117) is an Investment Advisor Representative working at Compass Capital Management Group LLC in Redwood City, CA and has over 2 years of experience in the finance industry.