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Compass Capital Corporation

EST. AUM
$663,564,349

CONTACTS
10

CLIENT ACCOUNTS
1,371

Firm Details

Metro area Boston
CRD Number 112323
Website compassfinancialservicesgroup.com
Client types

Overview

Institutional Capital: Compass Securities was founded as a FINRA registered broker dealer designed to facilitate institutional capital raises through a network of highly experienced professionals with mandates in multiple areas of expertise: Over 37 years of experience supporting institutional capital raises and third-party marketing raising in excess of $30 Billion. Private Wealth Management: Compass uses both domestic brokerage and trust companies and well as international partners to create a unique wealth management offering for its clientele. Our platform provides an integration that seamlessly combines portfolio management, trading and rebalancing, performance reporting, and fee management. Compass has additional institutional partners for fixed income trading, ETF portfolios, research and private investments.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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