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COMPASS PLANNING ASSOCIATES, INC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$199.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 183.5M |
| Non-Discretionary | 16.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 128014 |
| SEC Number | 801-129110 |
| Phone | 617-523-4666 |
| Fax | 617-249-0631 |
| Total Employees | 3 |
Client Count by Type (73 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 67 |
| Individuals (other than H… | 6 |
County data not available for this organization.