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Jeffrey Render Mullens

Compound Family Offices, LLC

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About Jeffrey Render Mullens

Jeffrey Render Mullens is a financial advisor at Compound Family Offices, LLC. Jeffrey has been with the firm since November 2018. Jeffrey is registered as an Investment Advisor Representative in the state of Florida. He is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeffrey has a strong background in the financial services industry with previous experience at Madison Homes, GenSpring | SunTrust Private Wealth Management, and GenSpring Family Offices.

Firm Information

Jeffrey Mullens is currently registered with Compound Family Offices, LLC. Compound Family Offices, LLC is a registered investment adviser based in Sarasota, FL. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They provide financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have approximately $463.67 million in regulatory assets under management.
Compound Family Offices, LLC

2033 MAIN STREET

SARASOTA, FL 34237

$463.67M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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.

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Jeffrey Mullens’s Registration & Firm History

FL

01/07/2019 - Present

Compound Family Offices, LLC (SARASOTA FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Render Mullens.
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