COMPREHENSIVE PLANNING ASSOCIATES, LTD.
Legal name: COMPASS
CRD #158280 SEC #801-72511 WESTPORT, CT 203-454-5970
SEC Registered
Total AUM
$31.5M
Discretionary
$31.5M
Employees
1
Clients
1
Accounts
174
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $31.5M | $31.5M | $0 | 1 | 26 |
| Mar 2012 | $31.5M | $31.5M | $0 | 1 | 26 |
| Feb 2012 | $31.5M | $31.5M | $0 | 1 | 26 |
| Feb 2012 | $31.5M | $31.5M | $0 | 1 | 26 |
| Aug 2011 | $38.2M | $38.2M | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--