Compass Advisors

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Compass Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Melville, NY, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Compass Advisors is a US-based wealth manager. It offers asset management services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, pension consulting services, retirement planning, tax planning, estate planning, investment management and portfolio management services. The services are offered to individuals, high-net-worth individuals, trusts, estates, businesses and retirement plans.

Compass Advisors - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate Financial AdvisorMelville, USGEN
Client Relationship ManagerMelville, USGEN
Financial AdvisorMelville, USGEN
Chief Investment Officer Melville, USGEN
Managing PartnerMelville, USGEN

Showing 5 of 6 known decision makers Compass Advisors

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