Compound Planning
Compound Planning (CRD# 171787) is a financial advisory firm headquartered in New York, NY. They manage $1,395,949,263 in 7,391 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,396MILLION
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Nathan Bengali (CRD# 6382394) is an Investment Advisor Representative working at Compound Planning in Denver, CO and has over 9 years of experience in the finance industry.
Willem Bloemsma (CRD# 6607216) is an Investment Advisor Representative working at Compound Planning in Denver, CO and has over 6 years of experience in the finance industry.
Burton Brown (CRD# 5180421) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 17 years of experience in the finance industry.
Ronald Budd (CRD# 6531001) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 9 years of experience in the finance industry.
Matthew Buenafe (CRD# 6783389) is an Investment Advisor Representative working at Compound Planning in Rancho Santa Margarita, CA and has over 6 years of experience in the finance industry.
Rachel Buffalo (CRD# 6549246) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 8 years of experience in the finance industry.
William Burns (CRD# 1744281) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 8 years of experience in the finance industry.
Mark Cecchini (CRD# 5924081) is an Investment Advisor Representative working at Compound Planning in Orefield, PA and has 1 year of experience in the finance industry.
Lorrie Clark (CRD# 5761496) is an Investment Advisor Representative working at Compound Planning in Lavernia, TX and has over 13 years of experience in the finance industry.
Thomas Croxton (CRD# 4899717) is an Investment Advisor Representative working at Compound Planning in Oakland, CA and has over 16 years of experience in the finance industry.