COMPASS TECHNOLOGY GROUP, INC.

COMPASS TECHNOLOGY GROUP, INC. of MENLO PARK, CA is an SEC-registered investment adviser (CRD 157388). Regulatory assets under management: $20.3M.

Registration

• CRD: 157388
• Type: Registered investment adviser
• Location: 530 OAK GROVE AVENUE, MENLO PARK, CA, 94025-3268
• Phone: 650-289-9852
• Latest filing: 2026-03-23
• Regulatory AUM: $20.3M
• Discretionary AUM: $20.3M
• Clients: 3
• Accounts: 1

Business model

Compensation: Other.

Clients served: Investment cos, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157388 on SEC IAPD (source of record)
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