Compass Asset Management Group Employee Directory

Q: What is Compass Asset Management Group known for?

Compass Asset Management Group was founded in 1999. Compass Asset Management Group operates in the Investment Management industry.

Investment ManagementUnited 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.

Find Compass Asset Management Group employees' phone numbers or email addresses

Compass Asset Management Group Global Highlights

North America
9

United States Of America
9

South America
1

Chile
1

Compass Asset Management Group's Leadership

S. D.
Chief Executive Officer
Mobile Phone
Email
M. L. S.
Director Of Financial Planning
Mobile Phone
Email
A. L. H.
Private Client Relationship Manager
Mobile Phone
Email
S. T.
Associate Investment Advisor
Mobile Phone
Email
E. S.
Client Relationship Associate
Mobile Phone
Email
K. H.
Insurance Specialist
Mobile Phone
Email
P. M.
Analista Rr.Hh
Mobile Phone
Email
D. A. S.
Private Wealth Advisor, Aams
Mobile Phone
Email

Contact profiles from Compass Asset Management Group

Name

Title

Contact Info

Location

Last Update

S. D.
Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Jul 17, 2025
M. L. S.
Director Of Financial Planning
Mobile Phone
Email
Oct 25, 2025
A. L. H.
Private Client Relationship Manager
Mobile Phone
Email
United StatesNew York
Aug 04, 2024
S. T.
Associate Investment Advisor
Mobile Phone
Email
United StatesFlorida
Sep 12, 2025
E. S.
Client Relationship Associate
Mobile Phone
Email
United StatesNew York
Oct 16, 2024
K. H.
Insurance Specialist
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
P. M.
Analista Rr.Hh
Mobile Phone
Email
Chile
Feb 05, 2024
D. A. S.
Private Wealth Advisor, Aams
Mobile Phone
Email
United StatesNew York
Nov 10, 2025

Frequently Asked Questions

What is Compass Asset Management Group known for?

Compass Asset Management Group was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 100 Stony Brook Court, Newburgh, NY 12550, US; you can contact the main corporate office by phone at

+1-845-563-****

. Explore Compass Asset Management Group's company overview page for more information.

What is Compass Asset Management Group's most common email format?

Compass Asset Management Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Asset Management Group email formats with LeadIQ.

How many employees does Compass Asset Management Group have currently?

Compass Asset Management Group has approximately 9 employees as of October 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Compass Asset Management Group's key employees and leadership?

As of October 2025, Compass Asset Management Group's key employees include:

Chief Executive Officer: S. D.
Director Of Financial Planning: M. L. S.
Private Client Relationship Manager: A. L. H.
Associate Investment Advisor: S. T.
Client Relationship Associate: E. S.

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