RIA IntelAdvisersCaliforniaCOMPASS TECHNOLOGY GROUP, INC.

COMPASS TECHNOLOGY GROUP, INC.

Advisory

MENLO PARK, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,273
of 5,480 advisers by AUM
Average account
$20M
across 1 account
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
1
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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