COMPASS ADVISORS, LLC

MIAMI, Florida·2 registered advisors·CRD# 107317
SEC# 801-40319305-461-1681
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 ManagementWealth Management
04

Advisors at COMPASS ADVISORS, LLC

2 registered advisors
John Houghton Woodard
MIAMI, Florida
Joseph Kelly Meyer
MIAMI, Florida
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.