Compass Financial Management LLC

Compass Financial Management LLC (CRD# 156345) is a financial advisory firm headquartered in Parsippany, NJ. They manage $49,321,690 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.


Financial Advisors at Compass Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
Robert C. Kleiber
CRD#: 1420735
2001 Route 46, Suite 310, Parsippany, NJ 07054

Robert Kleiber (CRD# 1420735) is an Investment Advisor Representative working at Compass Financial Management LLC in Parsippany, NJ and has over 20 years of experience in the finance industry. Robert Kleiber 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.

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