Compass Group Management LLC
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Overview
Compass Group Management LLC operates as a financial advisor firm headquartered in Westport, Connecticut. The firm oversees $3.8 billion in assets under management across one client account, placing it among the biggest firms in the United States by assets under management (AUM). Compass Group Management LLC has an average-sized team, including 18 financial advisors. Compass Group Management LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and stocks.
Compass Group Management LLC oversees none of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without requiring the customer's approval. It also manages one non-discretionary accounts totaling $3.8 billion in assets under management. The investment advisory firm's typical account size is $3.8 billion. The average financial advisor at Compass Group Management LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's central office is located at 301 Riverside Avenue, Westport, Connecticut 6880. Compass Group Management LLC is legally permitted to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Compass Group Management LLC by the Numbers
$3.8 billion
41
1
$3.8 billion
Fee Structure
A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by Compass Group Management LLC may include the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Disclosures
Compass Group Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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