Compass Analytics Review


Trust Score 97%
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Last updated: June 26th, 2019. Data source: SEC filings.

Compass Analytics, federally registered in 2004, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 20 advisors. Compass Analytics manages $11.7 billion and provides investment advisory services for 67 clients (1:4 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $173,916,531
Hybrid Advisor No
Disciplinary History No
Total AUM $11.7 billion
Advisor / Client Ratio 1:4
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 130459)
State(s) Registered CA, MD, NY


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