Compass

Overview

Compass is a state registered investment adviser based in Fairfield, CT, registered since 2012. It reports $47.7M in assets under management across 118 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$47.7M

Discretionary

100%

Accounts

118

Average account

$404K

Employees

5

Advisory reps

3

Registered since

2012

Jurisdictions

4

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Gretchen M Brunner President, Investment Advisor Representative CRD 5054460
• Matthew Gerard Brunner Shareholder, Chief Compliance Officer CRD 6044187

Advisory reps 3 of 3

• Michael Alexander Baran Investment Adviser Rep CRD 7612129
• Gretchen Marie Brunner Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5054460
• Matthew Gerard Brunner Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6044187

Location

Headquarters

33 Miller St
Fairfield, CT 06824

County

Greater Bridgeport

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: compass-ltd.com

Every state, with registration dates

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