Compass Technology Group, Inc.

Compass Technology Group, Inc. (CRD# 157388) is a financial advisory firm headquartered in Menlo Park, CA. They manage $16,559,708 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 Oak Grove Avenue, Suite 205, Menlo Park, CA 94025
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $16,559,708
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
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 Arscott, financial advisor Menlo Park CA
David G. Arscott
CRD#: 5910545
530 Oak Grove Avenue, Ste 205, Menlo Park, CA 94025

David Arscott (CRD# 5910545) is an Investment Advisor Representative working at Compass Technology Group, Inc. in Menlo Park, CA and has over 12 years of experience in the finance industry.

2
Paul Yau, financial advisor Menlo Park CA
Paul K. Yau
CRD#: 5910604
530 Oak Grove Avenue, Ste 205, Menlo Park, CA 94025

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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