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Compass Planning Associates, Inc.

● SEC registered since 2023CRD 128014SEC# 801-129110
Export (members)
Reg. AUM
$199.5M
Employees
3
Accounts
323
Location
—

Compass Planning Associates, Inc. assets under management

Compass Planning Associates, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $199.5 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/sarahstampcompassView on SEC.gov ↗

Compass Planning Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jennifer Potter Lane ControlPresident / CcoOver 75%2005

Frequently asked questions

How much does Compass Planning Associates, Inc. manage?

Compass Planning Associates, Inc. reports $199.5 million in regulatory assets under management on its Form ADV.

How many employees does Compass Planning Associates, Inc. have?

Compass Planning Associates, Inc. reports 3 employees.

Does Compass Planning Associates, Inc. disclose fund performance?

Compass Planning Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone617-523-4666
Fax617-249-0631
Office hours9 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$183.5M
Non-discretionary$16M
Total (RAUM)$199.5M