TrueAdvisor
TrueAdvisor
CJ
CJ

Cindy L Judas

Compound Planning, INC.
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compound Planning, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K

Location

115 Broadway, 5th Floor, New York, NY, 10006

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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.

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Employment History
Current Registrations
Compound Planning, INC.
March 2025 - Present · 11 mos
Previous Registrations
Choreo, LLC
August 2022 - March 2025 · 2 yrs 7 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.