$110.5M Total AUM
$104.2M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2004
- Office Locations
- 1
Office Locations
4475 SW Scholls Ferry RD Suite 270 Portland OR
About Compass Investment Advisers, LLC
Compass Investment Advisers is a fee-based, independent RIA in Portland, Oregon providing comprehensive financial planning and discretionary investment management. The firm focuses on long-term wealth preservation and growth, using portfolio construction and asset allocation across ETFs, mutual funds and fixed income. Client work includes retirement, tax, estate and charitable planning, and it custodies with Charles Schwab.
Team overview
64 AVG AGE
$55.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL FRANCIS VERMILYA
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1235866
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
JEANNIE ESTHER MATZA
Wealth Advisor
- CRD
- #3231019
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,217,721 | $465,258 |
| Non-Discretionary | $6,300,237 | $370,602 |
| Total | $110,517,958 | $458,581 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing