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
Whitney Pappas (CRD# 5197056) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 16 years of experience in the finance industry.
Bradley Porter (CRD# 6464031) is an Investment Advisor Representative working at Compound Planning in Highlands Ranch, CO and has over 8 years of experience in the finance industry.
Kyle Rudduck (CRD# 6640725) is an Investment Advisor Representative working at Compound Planning in Moraine, OH and has 1 year of experience in the finance industry.
Beau Simon (CRD# 6620631) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 7 years of experience in the finance industry.
Edgar Thomas (CRD# 2231242) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 24 years of experience in the finance industry.
Stefan Whitwell (CRD# 2794913) is an Investment Advisor Representative working at Compound Planning in Austin, TX and has over 27 years of experience in the finance industry.
Hans-christian Winkler (CRD# 2966966) is an Investment Advisor Representative working at Compound Planning in Jackson Heights, NY and has over 26 years of experience in the finance industry.
Ian Wymore (CRD# 6052469) is an Investment Advisor Representative working at Compound Planning in Erie, CO and has over 10 years of experience in the finance industry.
Peyton Hawkes (CRD# 1230783) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 36 years of experience in the finance industry.
Tammy Johns (CRD# 6750818) is an Investment Advisor Representative working at Compound Planning in New York, NY and has 1 year of experience in the finance industry.