Compass Capital Management, LLC
Compass Capital Management, LLC (CRD# 150170) is a financial advisory firm headquartered in Mcalester, OK. They manage $39,366,967 in 295 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts295ACCOUNTS
Average Account Value$133,447
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, OK, TX
Jimmy Williams (CRD# 2876631) is an Investment Advisor Representative working at Compass Capital Management, LLC in Mcalester, OK and has over 18 years of experience in the finance industry.
Kyle Jackson (CRD# 6594880) is an Investment Advisor Representative working at Compass Capital Management, LLC in Ada, OK and has 1 year of experience in the finance industry.