Compound Family Offices, LLC

Compound Family Offices, LLC (CRD# 298776) is a financial advisory firm headquartered in Sarasota, FL. They manage $463,668,532 in 280 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2033 Main Street, Suite 202, Sarasota, FL 34237
http://www.compoundfamilyoffices.com
By the Numbers
  • Total Assets Under Management
    464
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $1,655,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Compound Family Offices, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kristina Bryn, financial advisor Sarasota FL
Kristina B. Bryn
CRD#: 5645319
2033 Main Street, Suite 202, Sarasota, FL 34237

Kristina Bryn (CRD# 5645319) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL and has over 3 years of experience in the finance industry.

2
Jeffrey Devine, financial advisor Sarasota FL
Jeffrey J. Devine
CRD#: 5277039
2033 Main Street, Suite 202, Sarasota, FL 34237

Jeffrey Devine (CRD# 5277039) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL and has over 9 years of experience in the finance industry.

3
Scott Gurr, financial advisor Sarasota FL
Scott F. Gurr
CRD#: 4526097
2033 Main Street, Suite 202, Sarasota, FL 34237

Scott Gurr (CRD# 4526097) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL and has over 23 years of experience in the finance industry.

4
Jeffrey Mullens, financial advisor Sarasota FL
Jeffrey R. Mullens
CRD#: 7044229
2033 Main Street, Suite 202, Sarasota, FL 34237

Jeffrey Mullens (CRD# 7044229) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL and has 1 year of experience in the finance industry.

5
Erik Popham, financial advisor Sarasota FL
Erik C. Popham
CRD#: 5408076
2033 Main Street, Suite 202, Sarasota, FL 34237

Erik Popham (CRD# 5408076) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL 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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