John
Ahern

Compass Capital Corporation

CRD#723273
Investment Advisor
in Braintree, MA

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About this Advisor

John Ahern is a financial advisor operating out of Braintree, Massachusetts with a total of 29 years of relevant experience. Ahern works at Compass Capital Corporation. Over the course of their career, they have held roles at Compass Securities Corporation and Loper Associates. Ahern holds a Series 63 license, designating them as a securities broker, and is able to serve investors in Massachusetts. Compass Capital Corporation is a company that has its headquarters in Braintree, MA. The firm has offices in three locations and a total of 17 people on staff. It has $476 million in assets under management across its 1,327 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,327 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Compass Capital Corporation provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services provided. However, fee types charged by Compass Capital Corporation most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Braintree Hill Office Park Ste 105
Braintree, MA 02184-8734

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Compass Capital Corporation Brokerage Details

Total Assets Under Management

$476,368,663

MA Average: $16,012,751,954
Total Number of Employees

17

MA Average: 118
Total Number of Accounts

1,327

MA Average: 4,567
Average Account Size

$358,982

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Ahern Work History

John has been registered as a financial advisor for 29 years.*

1989 - Present (35 years)

Compass Securities Corporation

1971 - Present (53 years)

Loper Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Ahern 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 Capital Corporation

Peter Montalbano
Braintree, MA
Scott Chaisson
Braintree, MA
Seth Chadwick
Lutz, FL
David Morgan
Braintree, MA
Tyler Chaisson
Braintree, MA
Omar Mian
Braintree, MA
Bruce Winans
Braintree, MA
John Coyne
Braintree, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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