Compass Advisory is an investment advisor in Melville with $362.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821499251
SEC advisor number
801-110409
FINRA CRD number
288256
AUM ?
$362.99 mm
(as of 19 Oct 22)
Accounts
883
(as of 19 Oct 22)
Employees
6
(5 investment advisory or research)
Office hours
Monday - Friday, 9:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cuneo, Michael, Anthony | Managing Member, Partner, and Chief Investment Officer | 04/2017 | 50-75% |
King, Lauren, Michelle | Managing Member, Partner, and Chief Compliance Officer | 04/2017 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21