COMPOUND ADVISERS, INC.

SAN FRANCISCO, California·4 registered advisors·CRD# 306341
SEC# 801-1223031415-417-1180
01

Firm Overview

AUM
$317M
Regulatory assets under management
Employees
55
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPOUND ADVISERS, INC.

4 registered advisors
Benjamin Garrett Snipes
SAN FRANCISCO, California
Johnathan Truong
SAN FRANCISCO, California
Jordan David Gonen
SAN FRANCISCO, California
Michael Alexander Lieberman
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
4 advisors

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Data sourced from SEC Form ADV filings. COMPOUND ADVISERS, INC. (CRD# 306341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.