COMPASS ADVISORY GROUP LLC

COMPASS ADVISORS
MELVILLE, New York·2 registered advisors·CRD# 288256
SEC# 801-1104090(516) 938-2400
01

Firm Overview

AUM
$517M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPASS ADVISORY GROUP LLC

2 registered advisors
Lauren Michelle King
MELVILLE, New York
Michael Anthony Cuneo
MELVILLE, New York
05

Office Locations

MELVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. COMPASS ADVISORY GROUP LLC (CRD# 288256) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.