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Compass Wealth Management

EST. AUM
$682,519,106

CONTACTS
0

CLIENT ACCOUNTS
931

Firm Details

Metro area Stamford
CRD Number 106289
Website compasswealthmanagement.com
Client types

Overview

Compass Wealth Management is a SEC-registered investment advisor founded in 1997 and headquartered in Guilford, Connecticut, with an additional office in Westport. The firm provides investment management and financial planning services to business owners, executives, and families, with a focus on long-term, multigenerational client relationships.

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Address

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

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