Compass Capital Management, LLC
Compass Capital Management, LLC (CRD# 150170) is a financial advisory firm headquartered in Mcalester, OK. They manage $83,026,444 in 304 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$273,113
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, OK, TX
Financial Advisors at Compass Capital Management, LLC
1
Jimmy Williams (CRD# 2876631) is an Investment Advisor Representative working at Compass Capital Management, LLC in Mcalester, OK and has over 24 years of experience in the finance industry.
2
Amber Lewis (CRD# 5467028) is an Investment Advisor Representative working at Compass Capital Management, LLC in Mcalester, OK and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.