Compass Capital Management Email Formats

Financial Services • McAlester, Oklahoma, United States • 1-10 Employees

Compass Capital Management Email Formats

Compass Capital Management uses 3 email formats. The most common is {first initial} (e.g., j@compasscapitalmgt.com), used 40% of the time.

Format	Example	Percentage
{first initial}	j@compasscapitalmgt.com	40%
{first name}	john@compasscapitalmgt.com	40%
{first initial}{last name}	jdoe@compasscapitalmgt.com	20%

Company overview

Headquarters	321 S. 3rd St., Suite 4, McAlester, OK 74501, US
Phone number	+19184233222
Website	compasscapitalmgt.com
NAICS	52
SIC	621
Keywords	Cash Flow And Financial Freedom Projections, Closely-Held Business Strategies And Consulting, Interactive Client Education Events, Tax-Efficient Portfolio Design And Management, Tax Reduction Strategies Development
Founded	2009
Employees	1-10
Socials

About Compass Capital Management

Client-centric, independent registered investment advisory and financial planning firm specializing in retirement planning and distribution strategies. Retirees and near-retirees will experience a difference from other planning firms from the warm, personalized service provided by a team of dedicated professionals consisting of CPAs and CFP registrants. Independent advice tailored to your specific needs is the foundation of our Firm. Our clients seek and receive confidence in their future through our unique process, The LifePlan Solution™. The lives of our clients are enriched through our comprehensive education, consistent communication and service that exceeds their expectation. Tax planning, risk management, estate planning, college funding and investment management are all coordinated into our client's financial plans using independent advice under one personal advisor. Experience true wealth management in a relationship that places YOUR interests first - contact Compass Capital Management, LLC today! Registered Principal Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Jimmy J. Williams is an Investment Advisor Representative of Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated. Registered address of 321 S. 3rd St., Suite 4, McAlester, OK 74501. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Compass Capital Management has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Compass Capital Management has never raised funding before.

Compass Capital Management Tech Stack

Discover the technologies and tools that power Compass Capital Management's digital infrastructure, from frameworks to analytics platforms.

PHP

Programming languages

Flywheel

Hosting

WordPress

Blogs

MySQL

Databases

Microsoft 365

Frequently asked questions

Compass Capital Management is located in McAlester, Oklahoma, US.

You can reach Compass Capital Management at +19184233222.

Compass Capital Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Compass Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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