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VerifiedInvestment Management· Founded 1999

Compass Asset Management Group

Compass Asset Management Group, LLC is a boutique-style, private wealth management firm, founded on the basis of delivering a personalized approach to investment management, financial & estate planning to discerning clients. Our clients are always first. We focus on listening, to understand your experiences, preferences, concerns and goals. Then, as a fiduciary, we deliver prudent, insightful, and objective advice for what is in your best interest at all times. No sales commissions on advisory relationships, just piece of mind. Our team focuses on serving C-Suite executives, physicians, successful professionals, entrepreneurs and their families. If you hoped to work with a trusted advisory team whose only goal is to serve you, the client… Compass Asset Management Group is for you. Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.

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HeadquartersNewburgh, United StatesEmployees9(1 to 10)Annual revenue$1M to <$10MFounded year1999Websitecompassamg.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

9

1 to 10 range

Open roles

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Distinct roles

4

indexed titles

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Monthly traffic

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Top roles at Compass Asset Management Group

4 distinct titles indexed · top 4 shown.

  • 1associate investment advisor
  • 1client relationship associate
  • 1director of business development
  • 1private wealth advisor, aams

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