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- Custodian
- Charles Schwab & Company · Citibank · Voya Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2018
- Office Locations
- 1
Office Locations
About Compo Advisors, LLC
Compo Advisors is an independent, fee-only fiduciary providing personalized financial planning and investment advisory for a select group of clients. The firm builds goal-based portfolios using risk-focused planning tools (Monte Carlo, scenario analysis, risk dashboards) and implements low-cost solutions, including mutual funds and ETFs, with client assets custodied at Schwab. Founder Richard Parower, CFA, brings 28 years of Wall Street portfolio-management experience.
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Investment Themes
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Owner & Executives
RICHARD M PAROWER
Founder
- CRD
- #5657822
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,990,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,990,935 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,990,935
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,426,020,070 | 42.5% |
| Equity - Exchange | $483,169,153 | 14.4% |
| U.S. Government/Agency | $852,256,701 | 25.4% |
| Cash | $593,895,417 | 17.7% |
| Total | $3,355,341,341 | 100.0% |