RIA Intelligence

COMPASS ADVISORS INC

CRD #105041 SEC #801-33937 SAN DIEGO, CA 858-487-7526
SEC Registered
Total AUM
$67.4M
Discretionary
$62.8M
Employees
--
Clients
26
Accounts
105

AUM Over Time

DateSep 2004
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$67.4M
Discretionary$62.8M
Non-Disc.$4.6M
Employees--
Clients--
DateNov 2001
Total AUM$51.3M
Discretionary$0
Non-Disc.$51.3M
Employees10
Clients--