Unclaimed Profile

Staci Ann Compagno

PORTSIDE WEALTH GROUP, LLC·PROVO, Utah

Clean recordPORTSIDE WEALTH GROUP, LLC

3507 N UNIVERSITY AVE, PROVO, UT 84604CRD# 2824392Firm CRD# 325175

Profile Verification

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

Identity

Staci Ann Compagno · PROVO, UT

Registration

CRD #2824392 · PORTSIDE WEALTH GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Staci Ann Compagno is a registered financial advisor based in PROVO, Utah, affiliated with PORTSIDE WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PORTSIDE WEALTH GROUP, LLC

AUM

$885M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PORTSIDE WEALTH GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2824392

Firm CRD# 325175

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Staci Ann Compagno offer?

Staci Ann Compagno specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Staci Ann Compagno's credentials?

Staci Ann Compagno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Staci Ann Compagno located?

Staci Ann Compagno is based in PROVO, Utah, working with PORTSIDE WEALTH GROUP, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Staci Ann Compagno charge for services?

Staci Ann Compagno's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTSIDE WEALTH GROUP, LLC?

PORTSIDE WEALTH GROUP, LLC has approximately 40 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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