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Full Compass Investment Advisors

Full Compass Investment Advisors. CRD 300960

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CRD: 300960

Full Compass Investment Advisors

(415) 595-8968
$950.8K Total AUM
$950.8K Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท Transamerica
Clients
Retail
Platforms
Available
Established Date
07-02-2019
Office Locations
1

Office Locations

-- Novato CA

About Full Compass Investment Advisors

Full Compass Investment Advisors builds personalized, active portfolios for individuals, families, trusts, retirement plans, and charities. The team applies institutional-style strategy, research, and a disciplined risk-management framework, blending fundamental, quantitative, and qualitative analysis to align portfolios to return goals, time horizon, liquidity, and risk tolerance. Portfolios are often implemented with ETFs, supported by an efficient overhead structure aimed at keeping costs down.

Team overview

68 AVG AGE
$950.8K AVG AUM / ADVISOR
$118.8K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

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Custodian

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Investment Themes

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Investment Vehicles

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Services

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Technology

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Owner & Executives

R

RANDALL STEVEN HUYSER

Financial Advisor

CRD
#1325422
Ownership
75% or more
Available
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $950,753 --
Non-Discretionary $0 --
Total $950,753 --

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Separately Managed Accounts

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Asset class Assets Assets %
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