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Products & Services
About Compass Group
Compass Group provides customized investment planning, advice, asset allocation and portfolio management to help clients meet their needs and achieve their goals within their risk tolerance. We are a boutique, employee-owned firm backed by the resources of national partners.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Compass Group is one of 64,034 Financial companies listed in Ohio.
Business Contact Information
- Phone
- +1 (216) 4235970
- Website
- compassdmwp.com
- Address
- 30100 Chagrin Blvd, Pepper Pike, Ohio, 44124, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 19 (11-20)
- Annual Revenue
- $6.8M ($5M-$10M)
Compass Group: frequently asked questions
What does Compass Group do?
Compass Group provides customized investment planning, advice, asset allocation and portfolio management to help clients meet their needs and achieve their goals within their risk tolerance. We are a boutique, employee-owned firm backed by the resources of national partners.
Where is Compass Group located?
Compass Group is headquartered at 30100 Chagrin Blvd, Pepper Pike, Ohio, 44124, United States.
How many employees does Compass Group have?
Compass Group has about 19 employees (the 11-20 range).
What is Compass Group's annual revenue?
Compass Group's annual revenue is estimated at $6.8M (the $5M-$10M range).
What industry is Compass Group in?
Compass Group is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Compass Group?
Its website is compassdmwp.com and its phone number is +1 (216) 4235970.
What companies are similar to Compass Group?
Other large financial companies in Ohio include The Progressive Corp, Nationwide Mutual Insurance Co, The Cincinnati Insurance Companies and CareSource.
Largest financial companies in Ohio
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Manufacturing sales in Ohio, 2026
In Ohio, Factur's 2026 study counted 89 manufacturing quotes worth $1.2M and 31 purchase orders over 12 months: 35% of quotes became orders, against 21% nationally. See the Ohio data.
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