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Compass Capital Management, LLC

EST. AUM
$118,999,578

CONTACTS
2

CLIENT ACCOUNTS
482

Firm Details

Metro area Tulsa
CRD Number 150170
Website compasscapitalmgt.com
Client types

Overview

Compass Capital Management, LLC is an independent registered investment advisory and financial planning firm based in McAlester, Oklahoma. Established in 2009, the firm specializes in providing comprehensive financial services, including retirement planning, estate planning, investment management, and tax-efficient portfolio design. Compass Capital Management emphasizes a client-centric approach, offering personalized strategies through its proprietary process known as The LifePlan Solution™. The firm aims to deliver confidence and clarity to retirees and near-retirees by integrating various aspects of financial planning under one cohesive advisory relationship.

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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