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
Richard Gow (CRD# 2350424) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 17 years of experience in the finance industry.
Cameron Hackett (CRD# 5685857) is an Investment Advisor Representative working at Compound Planning in Richmond, CA and has over 9 years of experience in the finance industry.
Timothy Hamilton (CRD# 6780937) is an Investment Advisor Representative working at Compound Planning in Irvine, CA and has over 11 years of experience in the finance industry.
David Hubble (CRD# 1126195) is an Investment Advisor Representative working at Compound Planning in Turluck, CA and has over 40 years of experience in the finance industry.
Shannon Lynch (CRD# 5858982) is an Investment Advisor Representative working at Compound Planning in Lafayette, CO and has over 12 years of experience in the finance industry.
Roxana Maddahi (CRD# 5400917) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 13 years of experience in the finance industry.
Kiley Maertz (CRD# 5294563) is an Investment Advisor Representative working at Compound Planning in Laguna Niguel, CA and has over 16 years of experience in the finance industry.
Norman Mains (CRD# 2166689) is an Investment Advisor Representative working at Compound Planning in Dana Point, CA and has over 30 years of experience in the finance industry.
Kevin Mann (CRD# 4387585) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 20 years of experience in the finance industry.
Tyler Morris (CRD# 5793266) is an Investment Advisor Representative working at Compound Planning in Bloomfield, CO and has over 10 years of experience in the finance industry.