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
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Compass Private Wealth Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard R. Miller
CRD#: 3086878
Prior Lake, MN

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.