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).
Total Assets Under Management4MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$875,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
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.