Compass Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

10 Water St, Guilford, Connecticut, 0643...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Compass Wealth Management

Compass Wealth Management is a financial planner and investment management group in Guilford CT dedicated to helping business owners, executives, and families.Explore more
Compass Wealth Management's Social MediaPopular SearchesCompass Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Compass Wealth Management Org Chart

PhoneEmail
Jason Bear, President at Compass Wealth Management
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Wealth Management

<$5M
1-10
Private
-
1997
Jason Bear, President at Compass Wealth Management
Jason BearPresident
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
1985
N/A
<$5M
11-50
Private
-
2022
AG
Ashley GogginsChief Compliance Officer
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
<$5M
1-10
Private
-
2007
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Compass Wealth Management Tech Stack

A closer look at the technologies used by Compass Wealth Management

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Frequently Asked Questions Regarding Compass Wealth Management

What is Compass Wealth Management's official website?
Compass Wealth Management's official website is www.compasswealthmanagement.com
What is Compass Wealth Management's Revenue?
Compass Wealth Management's revenue is <$5 Million
What is Compass Wealth Management's SIC code?
Compass Wealth Management's SIC: 62,628
What is Compass Wealth Management's NAICS code?
Compass Wealth Management's NAICS: 52,523
How many employees does Compass Wealth Management have?
Compass Wealth Management has 1-10 employees
What industry does Compass Wealth Management belong to?
Compass Wealth Management is in the industry of: Finance, Securities Trading
What is Compass Wealth Management competition?
Compass Wealth Management top competitors include: Appaloosa Wealth Management, Dowd Financial Group, Zenith Investment Management, Waypoint Financial
What technology does Compass Wealth Management use?
Some of the popular technologies that Compass Wealth Management uses are: WordPress.org, PHP, Google Font API, jQuery Migrate
What does Compass Wealth Management do?

Compass Wealth Management is a financial planner and investment management group in Guilford CT dedicated to helping business owners, executives, and families.... Read More

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

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