Be advised. This firm is no longer registered.

Compass Efficient Model Portfolios, LLC

Compass Efficient Model Portfolios, LLC (CRD# 125568) is a financial advisory firm headquartered in Brentwood, TN. They manage $1,523,316,612 in 389 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
213 Overlook Circle, Suite A-1, Brentwood, TN 37027
By the Numbers
  • Total Assets Under Management
    1,523
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $3,915,981
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Compass Efficient Model Portfolios, LLC
No Advisor Found.

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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