Compass

Compass (CRD# 158280) is a financial advisory firm headquartered in Westport, CT. They manage $26,984,087 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $186,097
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
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.

CT

Financial Advisors at Compass
Showing 1 - 2 of 2 top financial advisors.
1
Gretchen M. Brunner
CRD#: 5054460
164 Kings Highway North, Westport, CT 06880
96
Wealthminder
score

Gretchen Brunner (CRD# 5054460) is an Investment Advisor Representative working at Compass in Westport, CT and has over 10 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.

2
Matthew G. Brunner
CRD#: 6044187
164 Kings Highway North, Westport, CT 06880
90
Wealthminder
score

Matthew Brunner (CRD# 6044187) is an Investment Advisor Representative working at Compass in Westport, CT and has over 4 years of experience in the finance industry.

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