COMPASS WEALTH MANAGEMENT LLC
Tel: 203-453-7000 10 Water Street Guilford, Connecticut 06437
About COMPASS WEALTH MANAGEMENT LLC
COMPASS WEALTH MANAGEMENT LLC is a Guilford, Connecticut based financial advisory firm with nearly $609,543,910 in assets under management and provides investment advisory services for 895 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
106289
Firm SEC#:
801-53805
Assets Under Management:
$609,543,910
No. of Clients:
895
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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