Compound Global Advisors, LLC

Compound Global Advisors, LLC (CRD# 318889) is a financial advisory firm headquartered in Mercer Island, WA. They manage $599,386,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 1193, Mercer Island, WA 98040
https://compoundglobaladvisors.com/
By the Numbers
  • Total Assets Under Management
    599
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $599,386,000
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Compound Global Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Warwick Simons, financial advisor Mercer Island WA
Warwick D. Simons
CRD#: 7614230
Mercer Island, WA

Warwick Simons (CRD# 7614230) is an Investment Advisor Representative working at Compound Global Advisors, LLC in Mercer Island, WA 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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