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Mark Anthony Vitelli

Compass Capital Management Inc.

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About Mark Anthony Vitelli

Mark Anthony Vitelli is an investment advisor representative with Compass Capital Management Inc. located in Minneapolis, MN. Mark has been in the industry since 2010. Mark is registered with the state of Minnesota. Mark has earned the Series 7, Series 31, Series 63, and Series 65 licenses and holds the Chartered Financial Analyst designation. Mark is also an adjunct instructor at the University of St. Thomas - Opus College of Business. Compass Capital Management Inc. has been in business since 2011 and is a registered investment advisor with the SEC. Compass Capital Management Inc. provides advisory services for individuals, businesses, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and corporations. Mark's primary area of specialization is portfolio management.

Firm Information

Mark Vitelli is currently registered with Compass Capital Management Inc.. Compass Capital Management Inc. is an investment advisor headquartered in MINNEAPOLIS, MN, United States. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. Compass Capital Management Inc. manages approximately $1.96 billion in assets for a total of 1,494 clients. The firm has 8 investment adviser representatives and 9 investment advisory functions.
Compass Capital Management Inc.

706 SECOND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$1.96B

Assets Under Management

Not reported

Total Clients

12

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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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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sub-advisor

Sub-advisor

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mark Vitelli’s Registration & Firm History

MN

12/02/2013 - Present

Compass Capital Management Inc. (MINNEAPOLIS MN)

MN

02/19/2010 - 10/27/2011

MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/12/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 02/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Anthony Vitelli.
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