Compass Asset Management Group
Investment Management • 
Newburgh Town, New York, United States • 1-10 Employees
Company overview
| Headquarters | 100 Stony Brook Court, Newburgh, NY 12550, US |
| Phone number | +18455630537 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial & Estate Planning, Executive Compensation Plans, Custom Portfolio Contruction & Management, Investment Planning & Asset Management, Retirement Planning & Income Distribution |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contacts at Compass Asset Management Group
Steven Digregorio
Chief Executive Officer
Maria L. Sciuto
Director Of Financial Planning
Compass Asset Management Group Email Formats
Compass Asset Management Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@compassamg.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@compassamg.com | 100% |
About Compass Asset Management Group
Compass Asset Management Group, LLC is a boutique-style, private wealth management firm, founded on the basis of delivering a personalized approach to investment management, financial & estate planning to discerning clients. Our clients are always first. We focus on listening, to understand your experiences, preferences, concerns and goals. Then, as a fiduciary, we deliver prudent, insightful, and objective advice for what is in your best interest at all times. No sales commissions on advisory relationships, just piece of mind. Our team focuses on serving C-Suite executives, physicians, successful professionals, entrepreneurs and their families. If you hoped to work with a trusted advisory team whose only goal is to serve you, the client… Compass Asset Management Group is for you. Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.
Compass Asset Management Group revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compass Asset Management Group has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Compass Asset Management Group has never raised funding before.
Compass Asset Management Group Tech Stack
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Frequently asked questions
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