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Last updated: February 23rd, 2020. 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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||0|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$173,916,531|
|Total AUM||$11.7 billion|
|Advisor / Client Ratio||1:4|
|Headquarters||San Francisco, CA|
|SEC Filings||View SEC IAPD CRD #130459|
|State(s) Registered||CA, MD, NY|