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Compass Retirement, LLC

EST. AUM
$105,097,361

CONTACTS

CLIENT ACCOUNTS
255

Firm Details

Metro area Hartford
CRD Number 158412
Website compass-retirement.com
Client types

Overview

Compass Retirement, LLC is a Michigan-based Registered Investment Adviser that specializes in providing comprehensive wealth management and retirement planning services. The firm employs a "holistic" investment approach that integrates asset management with tax planning, insurance analysis, and estate coordination to ensure long-term financial sustainability. Their strategy primarily focuses on the use of mutual funds, exchange-traded funds (ETFs), and fixed-income securities to build diversified portfolios tailored to a client's specific risk tolerance.

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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