Financial Compass LLC

Financial Compass LLC (CRD# 148773) is a financial advisory firm headquartered in , . They manage $59,600,000 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.financial-compass.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $536,937
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Financial Compass LLC
Showing 1 - 1 of 1 top financial advisors.
1
Julie McNulty, financial advisor Haddonfield NJ
Julie A. McNulty
CRD#: 5627040
34 Tanner Street, Suite 3, Haddonfield, NJ 08033

Julie McNulty (CRD# 5627040) is an Investment Advisor Representative working at Financial Compass LLC in Haddonfield, NJ 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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