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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Advisory Group LLC
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|---|---|
| CRD # | 288256 |
| SEC # | 801-110409 |
| CIK # | 0001720292 |
| AUM | $644.1 M (2025-05-29) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 516-938-2400 |
| Address | 155 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 68.5 |
| (b) Individuals (high net worth individuals) | 143 | 291.8 |
| (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 | 117 | 276.8 |
| (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 | 6 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,079 | 644.1 |
| By Discretionary | ||
| Discretionary | 953 | 430.1 |
| Non-Discretionary | 126 | 214.0 |
| Total | 1,079 | 644.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 644.1 | |
| Total | 1,079 | 644.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001720292] |
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|---|---|---|
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✚
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0.6 | |
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MD | 0.6 |
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KY | 0.6 |
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Sivia Capital Partners LLC
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