Adviser Profile
| As of Date | 04/04/2025 |
| Registration status | Registration Changed to COMPASS PRIVATE WEALTH GROUP LLC |
| ADV Location | SHORT HILLS, NJ, United States |
| Contact Info | (90 xxxxxxx |
| Websites |
| AUM* | 100,799,080 15% |
| of that, discretionary | 100,659,942 15% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 370,585 10% |
| % High Net Worth | 100.00% 73% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds