How does the advisor help clients – Key Takeaways:
| COMPASS PLANNING ASSOCIATES, INC. | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 25 |
| Time in Business | 30 years |
COMPASS PLANNING ASSOCIATES, INC.
Description
Company Information
- Primary Business Name: COMPASS PLANNING ASSOCIATES, INC.
- SEC Region: BRO
- Organization CRD: 128014
- SEC: 801-129110
- Firm Type: Registered
Main Office
- Telephone Number: 617-523-4666
- Facsimile Number: 617-249-0631
Mail Office
Other Information
- Website Address: https://www.linkedin.com/in/sarahstampcompass/