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
Compass Investments & Advising, LLC
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts78ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Compass Investments & Advising, LLC
No Advisor Found.
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