Compound
Email address and contacts
Quick try with Brian Miller from compoundplanning.com
Compound company description
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $1 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
Employee count
96
Industry
Financial ServicesCountry
United States
Company website
https://compoundplanning.com
Key Employees
- Brian MillerInformation Technology Lead
- Patrick SchererSVP & Wealth Advisor
- Raul RodriguezAdvisor Operations
Compound competitors and alternatives
New team members of Compound
Rob Stella
Head of Marketing
Stephen Dean
Chief Investment Officer
Gabriel Garcia
Principal Wealth Advisor
Jacob Jones
Senior Growth Associate
Kyle Rudduck, Cfa, Cfp®
Principal Wealth Advisor
Alex Farman
Co-Founder & Co-CEO



