COMPASS CAPITAL CORPORATION

COMPASS CAPITAL CORPORATION of BRAINTREE, MA is an SEC-registered investment adviser (CRD 112323). Regulatory assets under management: $663.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (37)

Showing 25 of 37 people.

NameRoleLocation
WILLIAMS LEEINVESTMENT ADVISORY REPRESENTATIVECENTURY CITY, CA
Timothy Francis ShanahanPRESIDENT
Scott Stephen ChaissonSHAREHOLDER
Tyler Michael ChaissonCHIEF COMPLIANCE OFFICER
SHANAHAN TIMOTHY FRANCISPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER
JULIAN RAYMOND CHARLESSHAREHOLDER; VICE PRESIDENT
AHERN JOHN RAYMONDINDIRECT OWNER; VICE PRESIDENT
BONCALDO PHILIP BARTINVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT
FOGARTY ROBERT DAVIDINVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT
KNOWLAN TROY ADAMINVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT
DRISCOLL WILLIAM JOSEPHINVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT
WINANS BRUCE DONALDINVESTMENT ADVISOR AGENT AND INDIRECT OWNER; INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT (+1 more)
MIAN OMAR JINVESTMENT ADVISOR AGENT AND INDIRECT OWNER; RIA AGENT; SHAREHOLDER
WELSH PATRICIA BRYNIARSKIINVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT
MCDONOUGH SEAN MICHAELRIA AGENT
GASTALDO JOHNRIA AGENT
JOLY WALTER KINGINDIRECT OWNER; INVESTMENT ADVISOR AGENT AND INDIRECT OWNER; RIA AGENT (+1 more)
LICCIARDELLO THOMAS JOHNINVESTMENT ADVISOR AGENT AND INDIRECT OWNER; RIA AGENT; SHAREHOLDER
LIN SARAHRIA AGENT
HUBBY ROBERT NEILSONRIA AGENT
MANNING THOMAS ROBERTRIA AGENT
KAPLAN HARLEY LANCERIA AGENT
SURFACE PAUL ALLANRIA AGENT; SHAREHOLDER
BERNSTEIN JOEL ARTHURRIA AGENT
MORGAN DAVID CHARLESINVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT

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