Insights

High Wealth Focus Compass Asset Management Group caters to high-net-worth individuals such as C-Suite executives, physicians, and successful professionals, indicating an opportunity to offer premium financial products and exclusive wealth management solutions tailored to affluent clients.

Boutique Personalization With its personalized, fiduciary advisory approach and emphasis on client-first relationships, the firm can benefit from targeted offerings that enhance bespoke investment strategies and high-touch service solutions.

Growing Revenue Currently generating between $50 million and $100 million in revenue with a small team, the company may be interested in scalable technology or service enhancements that support growth and operational efficiency.

Digital Presence The firm utilizes a modern technology stack including Google Cloud, WordPress, and scheduling tools, indicating openness to digital transformation and technology-based service improvements that could improve client engagement and operational management.

Competitive Landscape Operating in a sector dominated by large financial firms with extensive resources, Compass Asset Management Group presents opportunities for specialized, personalized service enhancements and technology solutions to differentiate and expand its market share.

Compass Asset Management Group Tech Stack

Compass Asset Management Group uses 8 technology products and services including Calendly, RSS, WordPress, and more. Explore Compass Asset Management Group's tech stack below.

Calendly

Appointment Scheduling

RSS

Content Management System

WordPress

Content Management System

MySQL

Database

Font Awesome

Font Scripts

Google Cloud

Infrastructure As A Service

yepnope.js

Javascript Frameworks

jQuery

Javascript Libraries

Compass Asset Management Group Email Formats	Example	Percentage
FLast@compassamg.com	JDoe@compassamg.com	50%
FLast@compassamg.com	JDoe@compassamg.com	50%

Compass Asset Management Group Email Formats

Example

Percentage

FLast@compassamg.com

JDoe@compassamg.com

50%

FLast@compassamg.com

JDoe@compassamg.com

50%

Frequently Asked Questions

What is Compass Asset Management Group's phone number?

You can contact Compass Asset Management Group's main corporate office by phone at

+1-845-563-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Compass Asset Management Group's official website and social media links?

Compass Asset Management Group's official website is compassamg.com and has social profiles on LinkedIn.

What is Compass Asset Management Group's SIC code NAICS code?

Compass Asset Management Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Compass Asset Management Group have currently?

As of December 2025, Compass Asset Management Group has approximately 9 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Executive Officer: S. D.Director Of Financial Planning: M. L. S.Private Client Relationship Manager: A. L. H.. Explore Compass Asset Management Group's employee directory with LeadIQ.

What industry does Compass Asset Management Group belong to?

Compass Asset Management Group operates in the Investment Management industry.

What technology does Compass Asset Management Group use?

Compass Asset Management Group's tech stack includes CalendlyRSSWordPressMySQLFont AwesomeGoogle Cloudyepnope.jsjQuery.

What is Compass Asset Management Group's email format?

Compass Asset Management Group's email format typically follows the pattern of FLast@compassamg.com. Find more Compass Asset Management Group email formats with LeadIQ.

When was Compass Asset Management Group founded?

Compass Asset Management Group was founded in 1999.

Compass Asset Management Group

Q: What technology does Compass Asset Management Group use?

Compass Asset Management Group's tech stack includes Gravity Forms, Modernizr, Google Cloud, Priority Hints, Font Awesome.

Investment ManagementNew York, United States2-10 Employees

Compass Asset Management Group, LLC is a boutique-style, private wealth management firm, founded on the basis of delivering a personalized approach to investment management, financial & estate planning to discerning clients.
 
Our clients are always first. We focus on listening, to understand your experiences, preferences, concerns and goals. Then, as a fiduciary, we deliver prudent, insightful, and objective advice for what is in your best interest at all times. No sales commissions on advisory relationships, just piece of mind.
 
Our team focuses on serving C-Suite executives, physicians, successful professionals, entrepreneurs and their families. 
 
If you hoped to work with a trusted advisory team whose only goal is to serve you, the client…  Compass Asset Management Group is for you.  

Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm.  Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.

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