Compass Technology Group, Inc.

Compass Technology Group, Inc. (CRD# 157388) is a financial advisory firm headquartered in Redwood City, CA. They manage $8,300,307 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,300,307
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
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.

CA

Financial Advisors at Compass Technology Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David G. Arscott
CRD#: 5910545
261 Hamilton Ave, Ste 200, Palo Alto, CA 94301
93
Wealthminder
score

David Arscott (CRD# 5910545) is an Investment Advisor Representative working at Compass Technology Group, Inc. in Palo Alto, CA and has over 5 years of experience in the finance industry.

2
Paul K. Yau
CRD#: 5910604
261 Hamilton Ave, Ste 200, Palo Alto, CA 94301
90
Wealthminder
score

Paul Yau (CRD# 5910604) is an Investment Advisor Representative working at Compass Technology Group, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.

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