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COMPASS PRIVATE WEALTH GROUP LLC
COMPASS PRIVATE WEALTH GROUP LLC
SHORT HILLS, New Jersey
·
3 registered advisors
·
CRD# 316785
SEC# 801-122513
0
(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 Planning
Investment Management
04
Advisors at COMPASS PRIVATE WEALTH GROUP LLC
3 registered advisors
Manuel Ruiz
SHORT HILLS, New Jersey
CRD# 3139277
Travis Morgan Cimino
SHORT HILLS, New Jersey
CRD# 6832911
William Brett Ciccone
SHORT HILLS, New Jersey
CRD# 5822448
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
.