Compass Advisors

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

155 Pinelawn Rd Ste 210, Melville, New Y...

Phone Number

(516) 938-2400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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Feb
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Apr
May
ZI Rank
1
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1

About Compass Advisors

At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work. Accomplished individuals and their families trust us to guide them on the path to financial independence, which transcends careers, businesses and generations. We collaborate with clients to create personalized financial strategies and solutions. Our advice is unbiased and comprehensive, reflecting decades of experience in investment management, retirement planning and estate conservation. As Registered Investment Advisors (RIAs), we are fiduciaries, required to act in our clients best interests at all times. We are independent, and have no incentive to sell specific products, brands or companies. Clients first is our deeply held belief and the foundation for everything we do.Explore more
Popular SearchesCompass AdvisorsStuart J Pastrich IncSIC Code 62,628NAICS Code 52,523Show more

Compass Advisors Org Chart

PhoneEmail
HL
United States flag for contact location.

Director

PhoneEmail
BH
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Services Director, Retirement

PhoneEmail

PhoneEmail
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Revenue

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Compass Advisors

<$5M
1-10
Private
-
2003
<$5M
11-50
Private
-
2009
LB
Lauren BeetleClient Relationship Manager
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Jeffrey NicholsonManager, Operations
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-
N/A
<$5M
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2008
CR
Candace RapanottiManager, Marketing
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2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Compass Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Compass Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Advisors.

Compass Advisors Tech Stack

A closer look at the technologies used by Compass Advisors

Top Finance Companies

Frequently Asked Questions Regarding Compass Advisors

What is Compass Advisors's official website?
Compass Advisors's official website is www.compassadvisors.com
What is Compass Advisors's Revenue?
Compass Advisors's revenue is <$5 Million
What is Compass Advisors's SIC code?
Compass Advisors's SIC: 62,628
What is Compass Advisors's NAICS code?
Compass Advisors's NAICS: 52,523
How many employees does Compass Advisors have?
Compass Advisors has 1-10 employees
What industry does Compass Advisors belong to?
Compass Advisors is in the industry of: Finance, Securities Trading
What is Compass Advisors competition?
Compass Advisors top competitors include: Vertex Capital Advisors, Capital Financial Benefit Solutions, Vibrance Wealth Management, Focus Financial Network
What technology does Compass Advisors use?
Some of the popular technologies that Compass Advisors uses are: NS1, Squarespace Online Stores, Constant Contact, Adobe Typekit
How do I contact Compass Advisors?
Compass Advisors contact info: Phone number: (516) 938-2400 Website: www.compassadvisors.com
What does Compass Advisors do?

At Compass Advisors, we serve clients nationwide as they pursue their goals and gain the confidence that comes from knowing their resources are hard at work. Accomplished individuals and their families trust us to guide them on the path to financial independence, which transcends careers, businesses and generations. We collaborate with clients to c... reate personalized financial strategies and solutions. Our advice is unbiased and comprehensive, reflecting decades of experience in investment management, retirement planning and estate conservation. As Registered Investment Advisors (RIAs), we are fiduciaries, required to act in our clients best interests at all times. We are independent, and have no incentive to sell specific products, brands or companies. Clients first is our deeply held belief and the foundation for everything we do.Read More

Is Compass Advisors a public company?
Compass Advisors is private company therefore does not currently have an official ticker symbol
See more information about Compass Advisors

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