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COMPASS
COMPREHENSIVE PLANNING ASSOCIATES, LTD.
CRD 158280 · SEC 801-72511
33 MILLER STREET, FAIRFIELD, CT, 06824, United States
Phone
203-454-5970
Fax
203-454-8977
Registration
— (—)
Source
State registered
Total AUM
$47.7M
Discretionary AUM
$47.7M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $20.8M |
| High net worth individuals | 11 | $26.9M |
All web addresses on file
Official SEC filing: View on IAPD