Juan Felipe Rodriguez Osorio

Compass Group Investments Solutions LLC

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Compass Group Investments Solutions LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

144 clients

Average Client Portfolio

$3.2M average

Assets Under Management

$457.7M

Fee Structure

Financial Planning:Investment management only

Location

601 Brickell Key Drive, Suite 743, Miami, FL, 33131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Juan is a registered investment advisor with Compass Group Investments Solutions LLC since 2020, managing client relationships and providing investment advice. This activity takes nearly full-time hours.