Compass Planning Associates, Inc.
Compass Planning Associates, Inc. is an SEC-registered ria with $213.9M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Compass Planning Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128014, SEC 801-129110, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $213.9M (2026-02-18)
- Firm type
- Ria
- Employees
- 3
- Clients
- 72
- CRD
- 128014
- Ownership
- LANE, JENNIFER, POTTER
How much AUM does Compass Planning Associates, Inc. have?
Compass Planning Associates, Inc. reported $213.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Compass Planning Associates, Inc.?
Disclosed owners and executives of Compass Planning Associates, Inc. include LANE, JENNIFER, POTTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.