Compston Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1011 S 3rd St, Ironton, Ohio, 45638, Uni...

Phone Number

(740) 442-7111

Revenue

<$5 Million

Industry

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

Compston Wealth Management is a family-based financial services practice with over four decades of combined experience, dedicated to providing personalized, goal-based planning and investment guidance. They specialize in Retirement Planning, Estate Planning Strategies, Generational Transitions, and Wealth Management. The firm combines traditional financial planning values with disciplined investment management to help clients achieve their desired life and legacy. Their services cater to clients from all walks of life, emphasizing integrity, care, and service.Explore more
Compston Wealth Management's Social MediaPopular SearchesCompston Wealth Management LLCCompston Wealth ManagementWww CompstonwealthmanagementWells Fargo Advisors Financial Network LLCSIC Code 62,628NAICS Code 52,523Show more

Compston Wealth Management Org Chart

PhoneEmail
NH
United States flag for contact location.

Associate

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MC
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Senior Partner

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CC
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Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compston Wealth Managemen...

<$5M
1-10
Private
<$5M
-
$5.5M
11-50
Private
-
2017
RL
Robert LoPintoPresident Managing Partner Senior PIM Portfolio Manager
<$5M
11-50
Private
-
2020
AN
Austin NewsomeFinancial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2018
Charles Curtis, Managing Partner and Registered Principal at Fulfillment Wealth Management
Charles CurtisManaging Partner and Registered Principal
<$5M
1-10
Private
-
2010
DR
Dawn RoySenior Administrative Assistant
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Compston Wealth Management financials insights

Gather financial insights about Compston Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$34K

See All Compston Wealth Management's Financials Insights

Compston Wealth Management Tech Stack

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Frequently Asked Questions Regarding Compston Wealth Management

What is Compston Wealth Management's official website?
Compston Wealth Management's official website is www.compstonwealthmanagement.com
What is Compston Wealth Management's Revenue?
Compston Wealth Management's revenue is <$5 Million
What is Compston Wealth Management's SIC code?
Compston Wealth Management's SIC: 62,628
What is Compston Wealth Management's NAICS code?
Compston Wealth Management's NAICS: 52,523
How many employees does Compston Wealth Management have?
Compston Wealth Management has 1-10 employees
What industry does Compston Wealth Management belong to?
Compston Wealth Management is in the industry of: Finance, Securities Trading
What is Compston Wealth Management competition?
Compston Wealth Management top competitors include: Winterhalter Wealth Management, Fulfillment Wealth Management, Wells Fargo Clearing Services, Silver Spring Capital
What technology does Compston Wealth Management use?
Some of the popular technologies that Compston Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Compston Wealth Management?
Compston Wealth Management contact info: Phone number: (740) 442-7111 Website: www.compstonwealthmanagement.com
What does Compston Wealth Management do?

Compston Wealth Management is a family-based financial services practice with over four decades of combined experience, dedicated to providing personalized, goal-based planning and investment guidance. They specialize in Retirement Planning, Estate Planning Strategies, Generational Transitions, and Wealth Management. The firm combines traditional f... inancial planning values with disciplined investment management to help clients achieve their desired life and legacy. Their services cater to clients from all walks of life, emphasizing integrity, care, and service.Read More

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

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