Compo Advisors, LLC
RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$742K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297348
- Website
- compoadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.85%
- Individuals10.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compo Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individuals, families and small-business clients. The firm’s advisory work centers on financial planning and portfolio management delivered on a fee‑based (percentage of AUM) schedule. Compo is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities12%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Richard Parower
FounderCRD 5657822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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