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).
Total Assets Under Management49MILLION
Total Number of Accounts218ACCOUNTS
Average Account Value$226,246
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Kleiber (CRD# 1420735) is an Investment Advisor Representative working at Compass Financial Management LLC in Parsippany, NJ and has over 21 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.