Cybercompass LLC is a multi-state adviser based in Henderson. It manages $3 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.
Cybercompass provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and consulting & subscription services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cybercompass LLC is $3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 347% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cybercompass LLC for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cybercompass is high net worth individuals with 10 clients and $3 million of assets under management. Among the 2 most similar advisory firms, Cybercompass has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cybercompass doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cybercompass LLC performs its advisory services is located at 1175 American Pacific Drive, Henderson, NV 89074, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (702) 375-5777 or by fax (702) 974-1944. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at fapafinancial.com.