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Compass Advisory Group LLC

● SEC registered since 2017CRD 288256SEC# 801-110409Melville, NY
Export (members)
Reg. AUM
$644.1M
Employees
6
Accounts
1,079
Location
Melville, NY

Compass Advisory Group LLC assets under management

Compass Advisory Group LLC is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 2017. It reports $644.1 million in regulatory assets under management and employs 6 people.
www.compassadvisors.comView on SEC.gov ↗

Compass Advisory Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey Joseph MyersChief Investment OfficerUnder 5%2025
Lauren Michelle King ControlManaging Member, Partner, And Chief Compliance Officer50-75%2017
Michael Anthony Cuneo ControlManaging Member And Partner50-75%2017

Frequently asked questions

How much does Compass Advisory Group LLC manage?

Compass Advisory Group LLC reports $644.1 million in regulatory assets under management on its Form ADV.

How many employees does Compass Advisory Group LLC have?

Compass Advisory Group LLC reports 6 employees.

Where is Compass Advisory Group LLC located?

Compass Advisory Group LLC is based in Melville, NY and has been SEC-registered since 2017.

Does Compass Advisory Group LLC disclose fund performance?

Compass Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 Pinelawn Road, Suite 210 N, Melville, NY 11747
Phone(516) 938-2400
Fax(516) 938-2455
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1720292
Discloses disciplinary historyNo

Assets under management

Discretionary$430.1M
Non-discretionary$214M
Total (RAUM)$644.1M