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
  • Total Number of Accounts
  • Average Account Value
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.


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

Veejay Mali (CRD# 4726511) is an Investment Advisor Representative working at Compass Portfolios LLC in Austin, TX and has over 13 years of experience in the finance industry. Veejay Mali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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