SEC Form ADV

COMPOUND PLANNING, INC.

Registered Investment AdviserNY
$4.8B
Assets Under Management
119
Employees
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Registration Details

Accession
crd-171787
Location
NEW YORK, NY
Filing Date
July 6, 2026
AUM
$4.8B
Institutional Clients
483
Employees
119
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

COMPOUND PLANNING, INC. is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $4.8B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.