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COMPASS CAPITAL CORPORATION
CRD 112323 · SEC 801-21957
50 BRAINTREE HILL OFFICE PARK, SUITE 105, BRAINTREE, MA, 02184-8734, United States
Phone
781-535-6083
Fax
781-535-6084
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$663.6M
Discretionary AUM
$577.0M
Team
14 total employees; 14 advisory reps; 1371 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-09-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1231 | $218.5M |
| High net worth individuals | 136 | $434.7M |
| Pension/profit sharing plans | 4 | $10.4M |
States served
CA, CO, MA, MT, NJ, NY, NC, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD