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COMPASS ADVISORS
COMPASS ADVISORY GROUP LLC
CRD 288256 · SEC 801-110409
155 PINELAWN ROAD, SUITE 210 N, MELVILLE, NY, 11747, United States
Phone
(516) 938-2400
Fax
(516) 938-2455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$767.5M
Discretionary AUM
$506.3M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $120.2M |
| High net worth individuals | 121 | $300.5M |
| Pension/profit sharing plans | 161 | $337.6M |
| Corporations/business entities | 6 | $9.2M |
States served
CA, NJ, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD