Compass (CRD# 158280) is a financial advisory firm headquartered in Westport, CT. They manage $29,950,000 in 142 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts142ACCOUNTS
Average Account Value$210,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gretchen Brunner (CRD# 5054460) is an Investment Advisor Representative working at Compass in Westport, CT and has over 11 years of experience in the finance industry. Gretchen Brunner 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.
Matthew Brunner (CRD# 6044187) is an Investment Advisor Representative working at Compass in Westport, CT and has over 6 years of experience in the finance industry.