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Robert George Hagstrom

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC·BALTIMORE, Maryland
Unclaimed Profile
ONE SOUTH STREET, BALTIMORE, MD 21202CRD# 1175438Firm CRD# 145420
01

About

Robert George Hagstrom is a registered financial advisor based in BALTIMORE, Maryland, affiliated with EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
AUM
$179M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1175438
Firm CRD# 145420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert George Hagstrom offer?
Robert George Hagstrom specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.
What are Robert George Hagstrom's credentials?
Robert George Hagstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert George Hagstrom located?
Robert George Hagstrom is based in BALTIMORE, Maryland, working with EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Robert George Hagstrom charge for services?
Robert George Hagstrom's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC?
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC has approximately 14 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BALTIMORE
Frederic Alan Escherich — ADAMS DIVERSIFIED EQUITY FUND, INC.Michael Chih-Hao Chien — EQUITYCOMPASS INVESTMENT MANAGEMENT, LLCMark Steven Anderson — ABS CAPITAL PARTNERS, INC.Stephanie Deleeuw Manuel — ABS CAPITAL PARTNERS, INC.Daniel James Reynolds — ABR CAPITAL PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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