Compass Analytics Review

Trust Score 97%
Trust Score info_outline

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 134 clients (1:7 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Avg Account Balance $86,958,265
Hybrid Advisor No
Disciplinary History No
Total AUM $11.7 billion
Advisor / Client Ratio 1:7
Headquarters San Francisco, CA
SEC Filings Forms and Brochures
State(s) Registered CA, MD, NY

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