|
⚲
|
| Compound Advisers Inc
✚
|
|
|---|---|
| CRD # | 306341 |
| SEC # | 801-122303 |
| CIK # | |
| AUM | $316.9 MM (2023-03-29) |
| Employees | 55 (33% Investors, 0% Brokers) |
| Phone | 415-417-1180 |
| Address | 832 Sansome Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 32.8 |
| (b) Individuals (high net worth individuals) | 100 | 170.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 411 | 202.9 |
| By Discretionary | ||
| Discretionary | 274 | 186.0 |
| Non-Discretionary | 137 | 16.9 |
| Total | 411 | 202.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.9 | |
| Total | 411 | 202.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
OLIO Financial Planning LLC
✚
|
VA | 0.3 |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 0.3 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.3 |
|
Brueske Advisory Services LLC
✚
|
WA | 0.3 |
|
Hilltop Partners LLC
✚
|
IN | 0.3 |
|
True North Retirement Advisors LLC
✚
|
OR | 0.3 |
|
Money Management Services Inc
✚
|
AL | 0.3 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.3 |
|
Elevated Capital Advisors LLC
✚
|
UT | 0.3 |
|
SOWA Financial Group Inc
✚
|
RI | 0.3 |