COMPOUND PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$4,848,634,144
Discretionary
$4,848,634,144
Non-discretionary
$0
Firm details
- CRD number
- 171787
- SEC file number
- 801-126007
- Main office
- NEW YORK, NY, United States
- Employees
- 119
- SEC status
- Approved
- Website
- https://compoundplanning.com
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.