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Compound Planning, Inc. CRD 171787
$4.85B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-14 |
Branch Locations
Bellingham, WA • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Mountain Capital Inc. | Seattle | WA | 11/2017 | 02/2024 |
| Pricewaterhouse Coopers Llp | Seattle | WA | 10/2015 | 05/2017 |
| Unemployed | Seattle | WA | 06/2017 | 10/2017 |
| Compound Planning | New York | NY | 02/2024 | Present |
Contract employment for small family run accounting/bookkeeping business, Jonson Accounting Services LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
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