Overview
Assets Under Management: $200 million
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 323
Discretionary Accounts: 302
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 128014
Last Filing Date: 2025-02-27 00:00:00
Website: https://compassplanning.com