|
⚲
|
| Compass Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 288256 |
| SEC # | 801-110409 |
| CIK # | 0001720292 |
| AUM | $392.3 MM (2023-02-28) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 516-938-2400 |
| Address | 155 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 46.3 |
| (b) Individuals (high net worth individuals) | 106 | 172.3 |
| (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 | 86 | 168.4 |
| (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 | 2 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 896 | 392.3 |
| By Discretionary | ||
| Discretionary | 810 | 250.5 |
| Non-Discretionary | 86 | 141.9 |
| Total | 896 | 392.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.3 | |
| Total | 896 | 392.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001720292] |
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|---|---|---|
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PA | 0.4 |
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McElhenny Sheffield Capital Management LLC
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|
SkyOak Wealth LLC
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MI | 0.4 |
|
Saybrook Capital Corp
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