COMPASS CAPITAL CORPORATION

50 Braintree Hill Office Park
Suite 105
Braintree, Massachusetts 02184-8734
Tel: 781-535-6083

About COMPASS CAPITAL CORPORATION

COMPASS CAPITAL CORPORATION, formally registered with the SEC as COMPASS CAPITAL CORPORATION. The firm was established in 07/31/1984. They have over 4 offices throughout the country.

COMPASS CAPITAL CORPORATION is a Braintree, Massachusetts based Financial Planning firm with nearly $590,724,118 assets under management, offering retirement planning & investment advisory services to 1413 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112323
SEC#	801-21957
Assets Managed by Firm	$590,724,118
No. of Clients	1413
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1413	$590,724,118
Individuals (other than high net worth individuals)	1299	$275,257,992
High net worth individuals	109	$306,019,698
Pension and profit sharing plans	5	$9,446,428

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