COMPASS WEALTH MANAGEMENT LLC - Financial Advisor in Connecticut, Guilford

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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