Unclaimed Profile

Paul Donald Graffy

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC·BRENTWOOD, Tennessee

Clean recordCOMPASS EFFICIENT MODEL PORTFOLIOS, LLC

213 OVERLOOK CIRCLE, BRENTWOOD, TN 37027CRD# 1245500Firm CRD# 125568

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Donald Graffy · BRENTWOOD, TN

Registration

CRD #1245500 · COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Donald Graffy is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with COMPASS EFFICIENT MODEL PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS EFFICIENT MODEL PORTFOLIOS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1245500

Firm CRD# 125568

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Donald Graffy offer?

Paul Donald Graffy specializes in Investment Management, Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are Paul Donald Graffy's credentials?

Paul Donald Graffy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Donald Graffy located?

Paul Donald Graffy is based in BRENTWOOD, Tennessee, working with COMPASS EFFICIENT MODEL PORTFOLIOS, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Paul Donald Graffy charge for services?

Paul Donald Graffy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS EFFICIENT MODEL PORTFOLIOS, LLC?

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC has approximately 18 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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