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).
Total Assets Under Management25MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$321,749
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.