COMPOUND FAMILY OFFICES, LLC
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
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
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