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Robert Christman Kleiber

COMPASS FINANCIAL MANAGEMENT LLC·PARSIPPANY, New Jersey
COMPASS FINANCIAL MANAGEMENT LLC
2001 ROUTE 46, PARSIPPANY, NJ 07054CRD# 1420735Firm CRD# 156345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Christman Kleiber · PARSIPPANY, NJ
Registration
CRD #1420735 · COMPASS FINANCIAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Robert Christman Kleiber is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with COMPASS FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPASS FINANCIAL MANAGEMENT LLC
COMPASS FINANCIAL MANAGEMENT LLC
AUM
$409M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at COMPASS FINANCIAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1420735
Firm CRD# 156345
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Christman Kleiber offer?
Robert Christman Kleiber specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Robert Christman Kleiber's credentials?
Robert Christman Kleiber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Christman Kleiber located?
Robert Christman Kleiber is based in PARSIPPANY, New Jersey, working with COMPASS FINANCIAL MANAGEMENT LLC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Robert Christman Kleiber charge for services?
Robert Christman Kleiber'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 COMPASS FINANCIAL MANAGEMENT LLC?
COMPASS FINANCIAL MANAGEMENT LLC has approximately 20 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPASS FINANCIAL MANAGEMENT LLC

Matthew Markowski
TAMPA, FL
Jill Karen Graceffo
PARSIPPANY, NJ
Christopher Markowski
TAMPA, FL
Michael John Markowski
TAMPA, FL

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