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11-50 employees San Francisco, United States
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Compound is a New York-based investment adviser registered with the SEC. It provides modern wealth management services through Compound Planning, and tax consulting and compliance via its subsidiary, Compound Tax, LLC. The company offers general market commentary and opinions through various published materials, which do not constitute legal or investment advice. It's vital to note that Compound operates legally in jurisdictions where it is registered or exempt. For detailed information on their investment advisory services, interested parties should review Compound Planning's Brochure Form ADV 2A, and Form CRS. Compound emphasizes its services do not equate to solicitation for securities transactions.