Equitycompass Investment Management, LLC
Equitycompass Investment Management, LLC (CRD# 145420) is a financial advisory firm headquartered in Baltimore, MD. They manage $179,465,950 in 109 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management179MILLION
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Total Number of Accounts109ACCOUNTS
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Average Account Value$1,646,477
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Richard Cripps (CRD# 863281) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 37 years of experience in the finance industry.
Robert Hagstrom (CRD# 1175438) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Vero Beach, FL and has over 32 years of experience in the finance industry.
Bernard Kavanagh (CRD# 2496007) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 26 years of experience in the finance industry.
Timothy McCann (CRD# 2836429) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Boston, MA and has over 26 years of experience in the finance industry.
Michael Scherer (CRD# 3101542) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.
Bobby Thomas (CRD# 5163293) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.