Compass Private Wealth Management, LLC
Compass Private Wealth Management, LLC (CRD# 172046) is a financial advisory firm headquartered in Orlando, FL. They manage $1,800,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$56,250
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Michael David (CRD# 3218129) is an Investment Advisor Representative working at Compass Private Wealth Management, LLC in Orlando, FL and has over 17 years of experience in the finance industry. Michael David 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.