Compass Advisory Group LLC

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Assets, Funds, Holdings

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Compass Advisory Group LLC
CRD #288256
SEC #801-110409
CIK #0001720292
AUM $516.5 MM (2024-08-05)
Employees 7 (71% Investors, 29% Brokers)
Phone516-938-2400
Address155 Pinelawn Road
Melville, NY 11747
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 2.3
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
2502001501005002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 222 60.2
(b) Individuals (high net worth individuals) 123 232.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 114 217.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 6.3
(n) Other 0 0.0
Total 1,014 516.5
By Discretionary
Discretionary 899 341.6
Non-Discretionary 115 174.9
Total 1,014 516.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 516.5
Total 1,014 516.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001720292]
Comparable Firms State AUM ($BB)
Roman Butler Fullerton & Co
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Trunorth Wealth Partners LLC
MN 0.5
Bellwether Advisors LLC
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The August Group Capital Limited
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Wealth Care LLC
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Global Financial Private Client LLC
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Sensible Money LLC
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Investment Management Associates Inc
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