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COMPASS ADVISORS, LLC
COMPASS ADVISORS, LLC
MIAMI, Florida
·
2 registered advisors
·
CRD# 107317
SEC# 801-40319
305-461-1681
01
Firm Overview
AUM
$831M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at COMPASS ADVISORS, LLC
2 registered advisors
John Houghton Woodard
MIAMI, Florida
CRD# 5648602
Joseph Kelly Meyer
MIAMI, Florida
CRD# 702993
05
Office Locations
MIAMI, Florida
2 advisors
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Data sourced from SEC Form ADV filings. COMPASS ADVISORS, LLC (CRD# 107317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.