Compass Wealth Management, LLC

Compass Wealth Management, LLC (CRD# 130693) is a financial advisory firm headquartered in Ayer, MA. They manage $88,279,410 in 297 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 115, Ayer, MA 01432
http://www.compassinvest.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $297,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Compass Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Louis Conrad, financial advisor Ayer MA
Louis E. Conrad
CRD#: 4770097
Ayer, MA

Louis Conrad (CRD# 4770097) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Ayer, MA 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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