Compass Private Wealth Group

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

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Overview

Headquarters

51 John F Kennedy Pkwy Fl 1, Short Hills...

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Private Wealth Group

Compass Private Wealth Group is a fee-only financial planning firm based in Short Hills, NJ, founded by Manny Ruiz and Will Ciccone. The firm aims to assist clients in aligning their financial resources with their personal values and making informed financial decisions throughout their lives. They offer both in-person and remote consultation options, ensuring accessibility for their clients. With a commitment to building trust and providing knowledgeable guidance, Compass serves individuals seeking to navigate significant financial choices.Explore more
Compass Private Wealth Group's Social MediaPopular SearchesCompass Private Wealth GroupCompass Private Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Compass Private Wealth Group Org Chart

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Compare insights from companies similar to Compass Private Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Private Wealth Gr...

$6.6M
1-10
Private
-
-
DP
Dorota PietrykaChief Operating Officer
$11.8M
11-50
Private
<$5M
1990
ST
Shaun TessmerVice President, Business Development
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
MS
Matthew StackFounder & Private Wealth Advisor
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
<$5M
2017
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Compass Private Wealth Group Tech Stack

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Frequently Asked Questions Regarding Compass Private Wealth Group

What is Compass Private Wealth Group's official website?
Compass Private Wealth Group's official website is www.compasspw.com
What is Compass Private Wealth Group's Revenue?
Compass Private Wealth Group's revenue is $6.6 Million
What is Compass Private Wealth Group's SIC code?
Compass Private Wealth Group's SIC: 62,628
What is Compass Private Wealth Group's NAICS code?
Compass Private Wealth Group's NAICS: 52,523
How many employees does Compass Private Wealth Group have?
Compass Private Wealth Group has 1-10 employees
What industry does Compass Private Wealth Group belong to?
Compass Private Wealth Group is in the industry of: Finance, Securities Trading
What is Compass Private Wealth Group competition?
Compass Private Wealth Group top competitors include: Fiduciary Management Group, Sherwood Investment Services, Sterling Total Wealth Solutions, Exemplar Financial Network
What technology does Compass Private Wealth Group use?
Some of the popular technologies that Compass Private Wealth Group uses are: Drupal, Squarespace Online Stores, Adobe Typekit, Google Tag Manager
What does Compass Private Wealth Group do?

Compass Private Wealth Group is a fee-only financial planning firm based in Short Hills, NJ, founded by Manny Ruiz and Will Ciccone. The firm aims to assist clients in aligning their financial resources with their personal values and making informed financial decisions throughout their lives. They offer both in-person and remote consultation option... s, ensuring accessibility for their clients. With a commitment to building trust and providing knowledgeable guidance, Compass serves individuals seeking to navigate significant financial choices.Read More

What are Compass Private Wealth Group social media links?
Compass Private Wealth Group Linkedin page
Is Compass Private Wealth Group a public company?
Compass Private Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Compass Private Wealth Group

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