Compass Portfolios LLC

Compass Portfolios LLC (CRD# 153072) is a financial advisory firm headquartered in , . They manage $3,500,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $875,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

TX

Financial Advisors at Compass Portfolios LLC
Showing 1 - 1 of 1 top financial advisors.
1
Veejay K. Mali
CRD#: 4726511
Austin, TX
93
Wealthminder
score

Veejay Mali (CRD# 4726511) is an Investment Advisor Representative working at Compass Portfolios LLC in Austin, TX and has over 15 years of experience in the finance industry.

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