Overview
Assets Under Management: $363 million
Headquarters: EAST PETERSBURG, PA
High-Net-Worth Clients: 110
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 556
Discretionary Accounts: 519
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 110937
Last Filing Date: 2024-11-14 00:00:00
Website: https://compcos.com