Compass Financial Partners | Marsh McLennan Agency Revenue
Financial Services • 
Greensboro, North Carolina, United States • 21-50 Employees
Compass Financial Partners | Marsh McLennan Agency revenue & valuation
| Annual revenue | $9,500,000 |
| Revenue per employee | $352,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,400,000 |
| Total funding | No funding |
Key Contacts at Compass Financial Partners | Marsh McLennan Agency
Winfred Boyce
Associate Director Relationship Manager
Katy Albers
Director, Institutional Retirement Plan Consulting
Amanda Stephens
Director, Retirement Plan Consulting
Dave Rinehart
Director, Investment Consulting
Cody M. Lewallen
Associate Director, Financial Consulting
Lori Stevenson
Managing Director, Retirement Operations
Adrienne Robinson-Russ
Director, Financial Wellness
Jennifer Kauffman
Associate Director, Financial Wellness
Wade Schmidt
Director, Relationship Management
Ashley Cluley
Director, Investment Consulting
Company overview
| Headquarters | 3903 N. Elm Street, Suite 200, Greensboro, NC 27455, US |
| Phone number | +13365101552 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Executive Benefits, Investment Advisory Services, Retirement Plan Consulting, Individual Financial Planning, Business Financial Planning, Estate & Charitable Gifts |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Compass Financial Partners | Marsh McLennan Agency Email Formats
Compass Financial Partners | Marsh McLennan Agency uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@compassfp.com), used 64.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@compassfp.com | 64.7% |
{first initial}{last name} | jdoe@compassfp.com | 35.3% |
About Compass Financial Partners | Marsh McLennan Agency
We love what we do. WE PAVE THE PATH TO THE FUTURE. A nationally recognized firm, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. Our process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. For more information, visit www.CompassFP.com. Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation(SIPC), please refer to the "Contact and Personal Info" section. Third party posts found on this profile do not reflect the views of MMA Securities LLC and have not been reviewed for accuracy or completeness.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Compass Financial Partners | Marsh McLennan Agency has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Compass Financial Partners | Marsh McLennan Agency has never raised funding before.
Compass Financial Partners | Marsh McLennan Agency Tech Stack
Discover the technologies and tools that power Compass Financial Partners | Marsh McLennan Agency's digital infrastructure, from frameworks to analytics platforms.
Security
Operating systems
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
JavaScript libraries
Security
Analytics
UI frameworks
CDN
Web frameworks
United Kingdom
Belgium
Frequently asked questions
4.8
40,000 users
