Compass Wealth Management Revenue
Financial Services • 
Guilford, Connecticut, United States • 1-10 Employees
Compass Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at Compass Wealth Management
Jim Warren
Founder
Robert Yarosz
Owner
Todd Swicegood
Owner
Company overview
| Headquarters | 10 Water Street, Guilford, CT 06851, US |
| Phone number | +12034537000 |
| Websites | |
| NAICS | 52 |
| Keywords | Private Wealth Management, Financial Planning, Bond Investing, Equity Investing |
| Founded | 1997 |
| Employees | 1-10 |
Compass Wealth Management Email Formats
Compass Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@compasswealthmanagement.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@compasswealthmanagement.com | 75% |
{first name} | john@compasswealthmanagement.com | 25% |
About Compass Wealth Management
Compass Wealth Management is an SEC Registered Investment Adviser. Compass was founded in 1997 with one goal in mind: create a firm where the client comes first. Investment Management And Financial Planning For Business Owners, Executives, And Families Advisor, Coach, Confidant — Call Us What You Like — We Collaborate, Exchange Ideas, Resources, And Share Insights As We Work Toward Your Financial Goals Together. These Insights Are Gained From Our Experience As Business Owners And Investors. We’ve managed money the same way for 25 years – Not because we’re stubborn, but because great investment principles are timeless. The results of our clients speak for themselves. When they refer their friends, parents, children, or grandchildren to us there is no higher compliment.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compass Wealth Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Compass Wealth Management has never raised funding before.
Spain
United Kingdom
Frequently asked questions
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