COMPASS INVESTMENT ADVISERS, LLC

other names
  • COMPASS INVESTMENT ADVISERS, LLC

Adviser Profile

Registration status Registration Changed to COMPASS INVESTMENT ADVISERS, LLC
As of Date 10/12/2024
ADV Location PORTLAND, OR, United States
Adviser Type
Number of Employees 2
of those in investment advisory functions 2
AUM* 101,297,000 26%
of that, discretionary 101,297,000 33%
Private Fund GAV* 0
Avg Account Size 391,108 7%
% High Net Worth 39.39% 40%
SMA’s No
Private Funds 0
Contact Info 503 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees