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Compass Advisory Group LLC
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CRD # | 288256 |
SEC # | 801-110409 |
CIK # | 0001720292 |
AUM | $516.5 MM (2024-08-05) |
Employees | 7 (71% Investors, 29% Brokers) |
Phone | 516-938-2400 |
Address | 155 Pinelawn Road Melville, NY 11747 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 2.3 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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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|
MO | 0.5 |
Cassady Schiller Wealth Management LLC
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|
OH | 0.5 |
Northeast Advisers Inc
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PA | 0.5 |
Trunorth Wealth Partners LLC
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MN | 0.5 |
Bellwether Advisors LLC
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NE | 0.5 |
The August Group Capital Limited
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|
0.5 | |
Wealth Care LLC
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|
FL | 0.5 |
Global Financial Private Client LLC
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|
FL | 0.5 |
Sensible Money LLC
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|
AZ | 0.5 |
Investment Management Associates Inc
✚
|
CO | 0.5 |