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Andrew Park

Compound Planning, Inc.

New York, NY

Hawthorn Woods, IL

CRD 6941048

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Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-03
  • IL RA
    APPROVED
    Since 2024-05-03

Branch Locations

115 Broadway 5Th Floor, New York, NY 10006 • United States

Hawthorn Woods, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vennwell, Llc Lake Forest IL 05/2013 05/2017
Curi Rmb Capital, Llc Chicago IL 06/2017 05/2024
Compound Planning New York NY 05/2024 Present
  • 05/2013 → 05/2017
    Vennwell, Llc
    Lake Forest, IL
  • 06/2017 → 05/2024
    Curi Rmb Capital, Llc
    Chicago, IL
  • 05/2024 → Present
    Compound Planning
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-25
  • S65 Uniform Investment Adviser Law Examination
    2018-09-25

View on SEC IAPD

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