Compass Retirement, LLC
Compass Retirement, LLC (CRD# 158412) is a financial advisory firm headquartered in , . They manage $60,590,034 in 212 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Compass Retirement, LLC
By the Numbers
-
Total Assets Under Management61MILLION
-
Total Number of Accounts212ACCOUNTS
-
Average Account Value$285,802
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
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NC
Financial Advisors at Compass Retirement, LLC
1
John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 19 years of experience in the finance industry.
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