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Julia Constance Reed

COMPASS INVESTMENTS LLC·WILLIAMSPORT, Pennsylvania
Unclaimed Profile
1000 COMMERCE PARK DRIVE, WILLIAMSPORT, PA 17701CRD# 2751266Firm CRD# 141323
01

About

Julia Constance Reed is a registered financial advisor based in WILLIAMSPORT, Pennsylvania, affiliated with COMPASS INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS INVESTMENTS LLC
COMPASS INVESTMENTS LLC
AUM
$76M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPASS INVESTMENTS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2751266
Firm CRD# 141323
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia Constance Reed offer?
Julia Constance Reed specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSPORT, Pennsylvania for a consultation.
What are Julia Constance Reed's credentials?
Julia Constance Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Constance Reed located?
Julia Constance Reed is based in WILLIAMSPORT, Pennsylvania, working with COMPASS INVESTMENTS LLC. Their office serves clients in the WILLIAMSPORT metropolitan area and surrounding communities.
How does Julia Constance Reed charge for services?
Julia Constance Reed's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS INVESTMENTS LLC?
COMPASS INVESTMENTS LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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