Compass Investments & Advising, LLC

Compass Investments & Advising, LLC (CRD# 149973) is a financial advisory firm headquartered in , . They manage $25,096,428 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $321,749
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Compass Investments & Advising, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James W. Whipps
CRD#: 4362795
Chelan, WA
93
Wealthminder
score

James Whipps (CRD# 4362795) is an Investment Advisor Representative working at Compass Investments & Advising, LLC in Chelan, WA and has over 15 years of experience in the finance industry.

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