SEC Form ADV · CIK 1720292

COMPASS ADVISORS

Registered Investment AdviserNY
$767.5M
Assets Under Management
1,152
Total Clients
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Registration Details

CIK
1720292
Accession
CRD-288256
Location
MELVILLE, NY
Filing Date
February 19, 2026
AUM
$767.5M
Total Clients
1,152
Amendment
No

About this Adviser

COMPASS ADVISORS is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $767.5M in assets across 1,152 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.