Company Overview
- Headquarters
- 100 Stony Brook Court, Newburgh NY
- Website
- compassamg.com
- Phone
- (845) 563-0537
- Employees
- 8
- Founded in
- 1999
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Compass Asset Management Group
Compass Asset Management Group is a privately held wealth management firm located in Newburgh, New York. The company employs 8 individuals and generates approximately $2.5 million in annual revenue. Compass Asset Management Group specializes in providing tailored wealth management solutions to discerning clients. Their services cater to successful professionals seeking guidance on navigating complex financial matters. Compass Asset Management Group assists clients with executive compensation, stock options, 401(k) rollovers, and business succession planning. Their expertise extends to financial, estate, and retirement income planning, particularly benefiting busy professionals in legal, medical, technology, and engineering fields. Compass Asset Management Group distinguishes itself through personalized consultations and a commitment to achieving clients' individual financial goals. Their investment strategies leverage research from prominent Wall Street institutions and decades of market experience, offering clients strategic, tactical, and dynamic solutions. Compass Asset Management Group can be contacted through their website, compassamg.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 4 | |||
| 3M | 9 | |||
| 3M | 3 | 2016 | ||
| 3M | 55 | Drummondville, MD | 2007 | |
| 3M | 3 | New York, NY |