Compass Advisors - Investment Advisers

About Compass Advisors

Compass Advisors is an investment adviser based in Melville, New York, operating under the legal name Compass Advisory Group LLC. The firm reports $767.5 million in regulatory assets under management and has seven employees. It is listed among investment advisers in New York and appears in the directory of US investment advisers. The firm offers wealth management, investment management, financial planning, retirement planning and estate planning to individuals, families and businesses. It describes its aim as supporting clients' financial growth, stability and security. The firm states that it operates as a fiduciary, obligated to act in clients' best interests, and that it is not tied to any brokerage company, bank or insurer. It also says it works alongside clients' accountants and attorneys. Michael A. Cuneo and Lauren M. King are the managing partners, both holding CFP credentials. Jeffrey Myers serves as chief investment officer, and Brendan Hyde is director of retirement services. The firm emphasizes a team-based approach to client engagements.

Key Facts

Assets Under Management

$767.5M

Employees

7

SEC File Number

801-110409