Compass Asset Management LLC Employee Directory

Q: How many employees does Compass Asset Management LLC have currently?

Compass Asset Management LLC has approximately 1 employees.

Financial ServicesUnited States0-1 Employees

As a private wealth management firm, Compass Asset Management provides financial & estate planning, asset management, insurance and business succession services through a tailored wealth advisory process. We manage assets with a priority on controlling investment risk & tax liabilities. We help to create income streams, protect assets, transfer wealth and advice on philanthropic interests. Our firm works predominantly with senior management and executives in the medical, pharmaceutical, engineering, technology & education industries as well as non profit 501(c) 3 organizations.

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

Compass Asset Management LLC Global Highlights

North America
9

United States Of America
9

Compass Asset Management LLC's Leadership

S. D.
President Sr. Portfolio Manager
Mobile Phone
Email
A. L. H.
Private Client Relationship Manager
Mobile Phone
Email
C. M.
Registered Investment Adviser
Mobile Phone
Email
E. S.
Client Relationship Associate
Mobile Phone
Email
H. W.
Wealth Management Intern
Mobile Phone
Email
K. H.
Insurance Specialist
Mobile Phone
Email
M. F.
Administrative Assistant
Mobile Phone
Email
M. L.
Journeyman Carpenter And Foreman
Mobile Phone
Email

Contact profiles from Compass Asset Management LLC

Name

Title

Contact Info

Location

Last Update

S. D.
President Sr. Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
A. L. H.
Private Client Relationship Manager
Mobile Phone
Email
United StatesNew York
Aug 04, 2024
C. M.
Registered Investment Adviser
Mobile Phone
Email
United States
Oct 20, 2025
E. S.
Client Relationship Associate
Mobile Phone
Email
United StatesNew York
Oct 16, 2024
H. W.
Wealth Management Intern
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
K. H.
Insurance Specialist
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
M. F.
Administrative Assistant
Mobile Phone
Email
Oct 18, 2024
M. L.
Journeyman Carpenter And Foreman
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Compass Asset Management LLC known for?

Compass Asset Management LLC operates in the Financial Services industry. The company's main headquarters is located in 100 Stony Brook Ct, Newburgh, NY 12550, US. Explore Compass Asset Management LLC's company overview page for more information.

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

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

How many employees does Compass Asset Management LLC have currently?

Compass Asset Management LLC has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Compass Asset Management LLC's key employees include:

President Sr. Portfolio Manager: S. D.
Private Client Relationship Manager: A. L. H.
Registered Investment Adviser: C. M.
Client Relationship Associate: E. S.
Wealth Management Intern: H. W.

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