COMPOUND FAMILY OFFICES, LLC - Financial Advisor in Florida, Sarasota

Tel: (941) 556-9294 2033 Main Street Suite 202 Sarasota, Florida 34237

About COMPOUND FAMILY OFFICES, LLC

COMPOUND FAMILY OFFICES, LLC is a Sarasota, Florida based financial advisory firm with nearly $463,668,532 in assets under management and provides investment advisory services for 280 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

298776

Firm SEC#:

801-114125

Assets Under Management:

$463,668,532

No. of Clients:

280

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Florida?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Florida, Sarasota

FirmCRD#:156397

SEC#:801-72140

No. of Advisors:15

No. of Clients:7

AUM:$4,785,000,000

FirmCRD#:107964

SEC#:801-55344

No. of Advisors:44

No. of Clients:2550

AUM:$3,348,228,828

FirmCRD#:285721

SEC#:801-108579

No. of Advisors:10

No. of Clients:308

AUM:$2,883,460,088

FirmCRD#:108058

SEC#:801-55231

No. of Advisors:9

No. of Clients:1882

AUM:$1,111,599,268

FirmCRD#:139671

SEC#:801-66337

No. of Advisors:10

No. of Clients:587

AUM:$842,839,288

FirmCRD#:122085

SEC#:801-127281

No. of Advisors:1

No. of Clients:76

AUM:$698,430,628

FirmCRD#:144441

SEC#:801-77605

No. of Advisors:13

No. of Clients:2127

AUM:$574,308,554

FirmCRD#:290006

SEC#:801-112204

No. of Advisors:6

No. of Clients:961

AUM:$515,669,023

FirmCRD#:170016

SEC#:801-79237

No. of Advisors:2

No. of Clients:11

AUM:$400,283,066

FirmCRD#:291297

SEC#:801-112243

No. of Advisors:14

No. of Clients:1587

AUM:$362,691,519

FirmCRD#:300966

SEC#:801-114909

No. of Advisors:7

No. of Clients:1043

AUM:$277,862,049

FirmCRD#:298068

SEC#:801-114862

No. of Advisors:6

No. of Clients:735

AUM:$277,457,947

FirmCRD#:281075

SEC#:801-119396

No. of Advisors:3

No. of Clients:282

AUM:$276,594,260

FirmCRD#:169266

SEC#:801-117862

No. of Advisors:4

No. of Clients:409

AUM:$273,136,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

EULAV ASSET MANAGEMENT

156397

801-72140

$4,785,000,000

CUMBERLAND ADVISORS

107964

801-55344

2550

$3,348,228,828

ARISTOTLE ATLANTIC PARTNERS, LLC

285721

801-108579

308

$2,883,460,088

J. L. BAINBRIDGE & CO., INC.

108058

801-55231

1882

$1,111,599,268

DAY HAGAN ASSET MANAGEMENT

139671

801-66337

587

$842,839,288

PERIGEE CAPITAL, LP

122085

801-127281

$698,430,628

WALSH & ASSOCIATES, LLC

144441

801-77605

2127

$574,308,554

GLOBAL FINANCIAL PRIVATE CLIENT

290006

801-112204

961

$515,669,023

WHITE OAKS INVESTMENT MANAGEMENT, INC

170016

801-79237

$400,283,066

TRUVESTMENTS CAPITAL LLC

291297

801-112243

1587

$362,691,519

RANCH CAPITAL ADVISORS INC.

300966

801-114909

1043

$277,862,049

LPF ADVISORS, LLC

298068

801-114862

735

$277,457,947

FORZA WEALTH MANAGEMENT

281075

801-119396

282

$276,594,260

WEALTH PRO ADVISORS, INC.

169266

801-117862

409

$273,136,000

Explore More Financial Advisor Firms in Sarasota, Florida >>