Robert
Amato
Compass Wealth Management, LLC
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About this Advisor
Robert Amato is a financial advisor based in Atlanta, Georgia, working with Compass Wealth Management, LLC. Robert has previously held positions at Triad Advisors Inc and Compass Wealth Management LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Robert is part of Compass Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 5 employees and manages assets totaling $225.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Compass Wealth Management, LLC includes asset-based fees.
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Compass Wealth Management, LLC Brokerage Details
$225,280,749
5
743
$303,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Robert Amato Work History
Triad Advisors Inc
Compass Wealth Management LLC
Disclosures
Please visit the SEC profile of Robert Amato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Wealth Management, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
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