As a private wealth management firm, Compass Asset Management provides financial & estate planning, asset management, insurance and business succession services through a tailored wealth advisory process. We manage assets with a priority on controlling investment risk & tax liabilities. We help to create income streams, protect assets, transfer wealth and advice on philanthropic interests. Our firm works predominantly with senior management and executives in the medical, pharmaceutical, engineering, technology & education industries as well as non profit 501(c) 3 organizations.
View Top Employees from Compass Asset Management LLC| Website | http://www.compassamg.com/ |
| Revenue | $1 million |
| Employees | View employees |
| Address | 100 Stony Brook Ct, Newburgh, New York 12550, US |
| Phone | (845) 563-0537 |
| Industry | Financial Services, Finance General, Finance |
| Web Rank | 4 Million |
| Competitors | Balboa Wealth Partners, Inc., Copper Canyon Wealth Management, JT Stratford Wealth Management, Pacific Wealth Management |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Compass Asset Management LLC Questions
The Compass Asset Management LLC annual revenue was $1 million in 2024.
Compass Asset Management LLC is based in Newburgh, New York.
The NAICS codes for Compass Asset Management LLC are [523, 52, 52393, 5239].
The SIC codes for Compass Asset Management LLC are [62, 628].
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