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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Pioneer peakPioneer radial
- Established Date
- 06-28-2011
- Office Locations
- 1
Office Locations
About Compass
Comprehensive Planning Associates, Ltd. (Compass) is an independent fiduciary RIA in Connecticut serving families, business owners, and multigenerational households. The firm provides comprehensive financial, retirement and income planning, proactive tax planning (including Roth conversion analysis), and personalized investment management focused on diversification and capital preservation. Prospects can start with a complimentary third-party portfolio/risk review and income projections.
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Owner & Executives
MATTHEW GERARD BRUNNER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6044187
- Ownership
- 25% but less than 50%
GRETCHEN M BRUNNER
INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #5054460
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Alexander Baran
Investment Advisor Representative
- CRD
- #7612129
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,700,000 | $181,208 |
| Non-Discretionary | $0 | -- |
| Total | $47,700,000 | $181,208 |
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Separately Managed Accounts
Total SMA Asset: $47,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,321,599,926 | 68.8% |
| Cash | $372,660,444 | 19.4% |
| Equity - Exchange | $226,669,755 | 11.8% |
| Total | $1,920,930,125 | 100.0% |