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
Paul Reiferson (CRD# 1959083) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 27 years of experience in the finance industry.
Rosemary Wright (CRD# 1728693) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 36 years of experience in the finance industry.