Compound Planning
Compound Planning (CRD# 171787) is a financial advisory firm headquartered in New York, NY. They manage $1,395,949,263 in 7,391 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,396MILLION
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Nathan Bengali (CRD# 6382394) is an Investment Advisor Representative working at Compound Planning in Denver, CO and has over 9 years of experience in the finance industry.
Willem Bloemsma (CRD# 6607216) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 6 years of experience in the finance industry.
Matthew Buenafe (CRD# 6783389) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 6 years of experience in the finance industry.
Rachel Buffalo (CRD# 6549246) is an Investment Advisor Representative working at Compound Planning in Orlando, FL and has over 8 years of experience in the finance industry.
William Burns (CRD# 1744281) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 8 years of experience in the finance industry.
Joseph Devorak (CRD# 6473775) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 8 years of experience in the finance industry.
Howard Dingle (CRD# 4465905) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 22 years of experience in the finance industry.
Aaron Foster (CRD# 6553959) is an Investment Advisor Representative working at Compound Planning in Windsor, CO and has over 8 years of experience in the finance industry.
Nicholas Garcia (CRD# 6091282) is an Investment Advisor Representative working at Compound Planning in Oakland, CA and has over 11 years of experience in the finance industry.