Compass Private Wealth Group

Investment Management • Millburn, New Jersey, United States • 1-10 Employees

Company overview

Headquarters	51 JFK PKWY, Short Hills, NJ 07078, US
Website	compasspw.com
NAICS	5231
Employees	1-10

Key Contact at Compass Private Wealth Group

William Ciccone

Managing Partner, Founder

Compass Private Wealth Group Email Formats

Compass Private Wealth Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@compasspw.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@compasspw.com	100%

About Compass Private Wealth Group

Transforming private wealth At Compass Private Wealth, we don't just focus on investment services and model portfolios. We pride ourselves on delivering modern, sophisticated wealth management to help simplify the lives of corporate executives, business owners and partners of professional services firms. Compass Private Wealth Group, LLC “Compass PW” is a registered investment advisor. Compass PW provides investment advisory and related services for clients nationally. Compass PW will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.compasspw.com

Compass Private Wealth Group revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Founder/Owner

Partner

Employees by Department

Compass Private Wealth Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Compass Private Wealth Group has never raised funding before.

Compass Private Wealth Group Tech Stack

Discover the technologies and tools that power Compass Private Wealth Group's digital infrastructure, from frameworks to analytics platforms.

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

HSTS

Security

Squarespace

CMS

Microsoft 365

Frequently asked questions

Compass Private Wealth Group is located in Millburn, New Jersey, US.

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

Key Contact at Compass Private Wealth Group

William Ciccone

Managing Partner, Founder

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