Compass Capital Mgmt

  • Financial Services
  • Metairie LA
  • 18 employees
  • Financial Services
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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 Companies
NAICS Code 523 Companies
NAICS Code 523120 Companies
NAICS Code 52 Companies
NAICS Code 5231 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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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

Variable Life Insurance
Term Life Insurance
Variable Annuities
Fixed Annuities
Financial Planning
Retirement Strategies
Wealth Management
Tax Minimization
Retirement Plans (401(k)
SIMPLE
SEP)
Mutual Funds
Business Insurance
Business Succession
Financial Services
Financial Advisory Services
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Compass Capital Mgmt Tech Stack

JavaScript
HTML
Google Analytics
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FAQ

What is the location of Compass Capital Mgmt's headquarters?
The headquarters of Compass Capital Mgmt are situated at Metairie LA
What is Compass Capital Mgmt's phone number?
Compass Capital Mgmt's contact number is (504) 837-7177.
What is Compass Capital Mgmt's official website?
The official website of Compass Capital Mgmt can be found at compasscapitalweb.com.
How many employees does Compass Capital Mgmt currently have?
Compass Capital Mgmt employs approximately 18+ people
Which industries is Compass Capital Mgmt primarily operating in?
Compass Capital Mgmt operates in the following industries: Finance, Credit
Who is the Managing Partner of Compass Capital Mgmt?
Compass Capital Mgmt's Managing Partner is ALLEN TESCHE
What are Compass Capital Mgmt's industry tags?
Compass Capital Mgmt's industry tags include: Variable Life Insurance, Term Life Insurance, Variable Annuities
When was Compass Capital Mgmt founded?
Compass Capital Mgmt was founded in 2001.

Employee Directory

Key Employees

Joe Cantrell

President

Ed Landry

Financial Advisor