Jennifer
Horwath
Compass Capital Management Inc
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About this Advisor
Jennifer Horwath is a financial advisor based in Minneapolis, Minnesota with 2 years of relevant experience. Horwath is an employee of Compass Capital Management Inc. Over the course of their career, they have held roles at Heritage Wealth Architects, Keller Williams Integrity, Keller Williams Premier, Bethel University, Horwath Construction, Littler Explorers Childcare and Compass Capital Management, Inc. Horwath maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in California, Colorado, Illinois, Iowa, Minnesota, New York, North Dakota, South Dakota, Texas and Wisconsin. Compass Capital Management Inc is a firm based out of Minneapolis, MN. It handles $2 billion in assets across its 1,466 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 1,466 accounts, 63% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Compass Capital Management Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services depend on which services are provided. However, fees billed by Compass Capital Management Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Capital Management Inc Brokerage Details
$1,750,961,135
17
1,466
$1,194,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jennifer Horwath Work History
Jennifer has been registered as a financial advisor for 2 years.*
Compass Capital Management, Inc
Heritage Wealth Architects
Keller Williams Integrity
Keller Williams Premier
Bethel University
Littler Explorers Childcare
Horwath Construction
*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 Jennifer Horwath 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 Management Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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