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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Private Wealth Group LLC
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|---|---|
| CRD # | 316785 |
| SEC # | 801-132197 |
| CIK # | 0001965653 |
| AUM | $100.8 M (2025-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-615-2249 |
| Address | 51 Jfk Parkway Short Hills, NJ 07078 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 30.5 | ||
| J P Morgan Chase & Co | 12.2 | ||
| Danaher Corp /DE/ | 9.4 | ||
| Advanced Energy Industries Inc | 8.8 | ||
| Air Products & Chemicals Inc /DE/ | 8.5 | ||
| Constellation Brands Inc | 8.4 | ||
| Alphabet Inc | 8.1 | ||
| Applied Materials Inc /DE | 7.9 | ||
| Alphabet Inc | 7.2 | ||
| Microsoft Corp | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 128 | 100.8 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 100.8 |
| By Discretionary | ||
| Discretionary | 270 | 100.7 |
| Non-Discretionary | 2 | 0.1 |
| Total | 272 | 100.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.8 | |
| Total | 272 | 100.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965653] |
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