Compass Planning Associates, Inc.
● SEC registered since 2023CRD 128014SEC# 801-129110
Reg. AUM
$213.9M
Employees
3
Accounts
333
Location
—
Compass Planning Associates, Inc. assets under management
Compass Planning Associates, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $213.9 million in regulatory assets under management and employs 3 people.
Compass Planning Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Potter Lane Control | President / Cco | Over 75% | 2005 |
Frequently asked questions
How much does Compass Planning Associates, Inc. manage?
Compass Planning Associates, Inc. reports $213.9 million in regulatory assets under management on its Form ADV.
How many employees does Compass Planning Associates, Inc. have?
Compass Planning Associates, Inc. reports 3 employees.
Does Compass Planning Associates, Inc. disclose fund performance?
Compass Planning Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-523-4666 |
| Fax | 617-249-0631 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.9M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$213.9Mregulatory AUM
Discretionary $196.8MNon-discretionary $17.1M