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Equitycompass Investment Management, LLC

Headquartered in BALTIMORE, MD

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Firm Information

Equitycompass Investment Management, LLC is a Baltimore, MD-based investment advisory firm with approximately $179 million in regulatory assets under management. The firm provides portfolio management services to individuals, investment companies, and businesses. Equitycompass also participates in wrap fee programs.

Equitycompass Investment Management, LLC

ONE SOUTH STREET

BALTIMORE, MD 21202

$179.47M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

BOSTON, MA

location

Vero Beach, FL

location

BALTIMORE, MD

Advisors at Equitycompass Investment Management, LLC

View All 5 Advisors
Unclaimed
Timothy Michael McCann

RA

BOSTON, MA

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Michael Scott Scherer

RA

BALTIMORE, MD

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Robert George Hagstrom

CFA®, RA

Vero Beach, FL

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Unclaimed
Bobby (nmn) Thomas

RA

BALTIMORE, MD

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Bernard Joseph Kavanagh

RA

BALTIMORE, MD

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Disclosures

There are no public disclosures for Equitycompass Investment Management, LLC.

Frequently Asked Questions (6)

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