Compass Investment Advisers, LLC

Compass Investment Advisers, LLC (CRD# 131933) is a financial advisory firm headquartered in Portland, OR. They manage $80,167,000 in 219 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4475 Sw Scholls Ferry Rd, Suite 270, Portland, OR 97225
https://compassadv.net/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $366,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Compass Investment Advisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jean Pedersen, financial advisor Portland OR
Jean E. Pedersen
CRD#: 3231019
4475 Sw Scholls Ferry Rd, Suite 270, Portland, OR 97225

Jean Pedersen (CRD# 3231019) is an Investment Advisor Representative working at Compass Investment Advisers, LLC in Portland, OR and has over 24 years of experience in the finance industry.

2
Paul Vermilya, financial advisor Portland OR
Paul F. Vermilya
CRD#: 1235866
4475 Sw Scholls Ferry Rd, Suite 270, Portland, OR 97225

Paul Vermilya (CRD# 1235866) is an Investment Advisor Representative working at Compass Investment Advisers, LLC in Portland, OR and has over 30 years of experience in the finance industry.

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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