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Financial Advisor
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Sarasota
COMPOUND FAMILY OFFICES, LLC

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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