Compass Asset Management Group | |
| User Type | Advisor |
| Entity Name | Compass Asset Management Group |
| Member since | 07/11/2016 |
| SEC Registration # | |
| Minimum Investment Required | $ 100K |
| Assets Under Managment | $ 100M |
Summary
Financial planning, estate planning & value driven investment management firm exceeding high levels of service standards.
| Location | Newburgh, New York |
| Address | 100 Stony Brook Ct |
| Postal Code | 12550 |
| Country | United States |
| Phone | (845) 563-0537 |
| Fax | (800( 420-3046 |
| Web Site | http://www.CompassAMG.com |
Fee Structure
Asset based fee structure, tiered
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Other resources
| IARD | Investment Adviser Registration Depository |
| FINRA | Financial Industry Regulatory Authority |
| AAFM | American Academy of Financial Management |
| CFP | Certified Financial Planner Board of Standards |
| FPA | Financial Planning Association |