Company Overview
- Headquarters
- 3445 N Causeway Blvd. Ste. 1000, Metairie LA
- Website
- compasscapitalweb.com
- Phone
- (504) 837-7177
- Employees
- 18
- Founded it
- 2001
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52312 CompaniesNAICS Code 523 CompaniesNAICS Code 523120 CompaniesNAICS Code 52 CompaniesNAICS Code 5231 Companies
- SIC Code
-
SIC Code 621 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$5B
Who is Compass Capital Mgmt
Compass Capital Management is an independent financial planning firm based in Metairie, Louisiana. The company employs 18 people and generates $5.3 million in annual revenue. Compass Capital Management provides financial planning services to clients, helping them navigate their financial goals and aspirations. Their team of advisors offers a personalized approach, leveraging over 250 years of combined experience to develop tailored plans. They specialize in asset management and utilize technology to simplify complex financial matters. A core principle of Compass Capital Management is client education. They believe in empowering clients with knowledge and understanding, ensuring they actively participate in shaping their financial futures. The firm prides itself on its independence, allowing them to select the best solutions for each client's unique needs. Clients can reach Compass Capital Management through their website, compasscapitalweb.com. Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Securities and advisory services offered through Cetera Advisor Networks, LLC, member FINRA/SIPC, and Cetera Investment Advisers, LLC, a registered investment adviser. Compass Capital Management is independently owned & operated.
Company Leadership
Compass Capital Mgmt Industry Tags
Compass Capital Mgmt Tech Stack
Companies Similar to Compass Capital Mgmt
Analyze industry trends and opportunities by examining competitors and companies comparable to Compass Capital Mgmt, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
5M | 56 | New York, NY | 1996 | |
5M | 11 | 2008 | ||
5M | 8 | Los Angeles, CA | ||
5M | 2 | Seal Beach, CA | 2016 | |
5M | 15 | New York, NY | 1980 |