COMPASS PRIVATE WEALTH GROUP LLC

SHORT HILLS, New Jersey·3 registered advisors·CRD# 316785
SEC# 801-1225130(908) 615-2249
01

Firm Overview

AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPASS PRIVATE WEALTH GROUP LLC

3 registered advisors
Manuel Ruiz
SHORT HILLS, New Jersey
Travis Morgan Cimino
SHORT HILLS, New Jersey
William Brett Ciccone
SHORT HILLS, New Jersey
05

Office Locations

SHORT HILLS, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. COMPASS PRIVATE WEALTH GROUP LLC (CRD# 316785) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.