COMPASS ADVISORY GROUP LLC
Doing business as COMPASS ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$767,495,362
Discretionary
$506,290,069
Non-discretionary
$261,205,293
Firm details
- CRD number
- 288256
- SEC file number
- 801-110409
- Main office
- MELVILLE, NY, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTPS://WWW.COMPASSADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.