Compass Private Wealth Consulting, LLC
Compass Private Wealth Consulting, LLC (CRD# 147934) is a financial advisory firm headquartered in , . They manage $16,770,079 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Private Wealth Consulting, LLC
By the Numbers
-
Total Assets Under Management17MILLION
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Total Number of Accounts76ACCOUNTS
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Average Account Value$220,659
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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.
MN
Financial Advisors at Compass Private Wealth Consulting, LLC
1
Richard Miller (CRD# 3086878) is an Investment Advisor Representative working at Compass Private Wealth Consulting, LLC in Prior Lake, MN and has over 20 years of experience in the finance industry.
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