Overview
Assets Under Management: $202 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 81
Average Client Assets: $2.1 million
Frequently Asked Questions
COMPTON CAPITAL MANAGEMENT INC 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 #107002), COMPTON CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
COMPTON CAPITAL MANAGEMENT INC is headquartered in PROVIDENCE, RI.
COMPTON CAPITAL MANAGEMENT INC serves 81 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, COMPTON CAPITAL MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
COMPTON CAPITAL MANAGEMENT INC manages $202 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, COMPTON CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.52%
Average Client Assets: $2.1 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 107002
Filing ID: 1731147
Last Filing Date: 2023-03-31 11:01:00