Compass

Compass (CRD# 158280) is a financial advisory firm headquartered in Fairfield, CT. They manage $35,123,800 in 128 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $274,405
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at Compass
Showing 1 - 3 of 3 top financial advisors.
1
Gretchen M. Brunner
CRD#: 5054460
33 Miller Street, Fairfield, CT 06824

Gretchen Brunner (CRD# 5054460) is an Investment Advisor Representative working at Compass in Fairfield, CT and has over 17 years of experience in the finance industry.

2
Matthew G. Brunner
CRD#: 6044187
33 Miller Street, Fairfield, CT 06824

Matthew Brunner (CRD# 6044187) is an Investment Advisor Representative working at Compass in Fairfield, CT and has over 12 years of experience in the finance industry.

3
Michael A. Baran
CRD#: 7612129
33 Miller Street, Fairfield, CT 06824

Michael Baran (CRD# 7612129) is an Investment Advisor Representative working at Compass in Fairfield, CT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.