Overview
Assets Under Management: $394 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 144
Average Client Assets: $3 million
Frequently Asked Questions
COMPASS GROUP INVESTMENTS SOLUTIONS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305680), COMPASS GROUP INVESTMENTS SOLUTIONS LLC is subject to fiduciary duty under federal law.
COMPASS GROUP INVESTMENTS SOLUTIONS LLC is headquartered in MIAMI, FL.
COMPASS GROUP INVESTMENTS SOLUTIONS LLC serves 144 high-net-worth clients according to their SEC filing dated November 08, 2024. View client details ↓
According to their SEC Form ADV, COMPASS GROUP INVESTMENTS SOLUTIONS LLC offers portfolio management for institutional clients. View all service details ↓
COMPASS GROUP INVESTMENTS SOLUTIONS LLC manages $394 million in client assets according to their SEC filing dated November 08, 2024.
According to their SEC Form ADV, COMPASS GROUP INVESTMENTS SOLUTIONS LLC serves institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 156
Discretionary Accounts: 108
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 305680
Last Filing Date: 2024-11-08 00:00:00
Website: https://cgcompass.com