Member · Compass Capital Management, LLC
Dena G. Williams
CRD 5659334 · Named on Form ADV at one SEC-registered adviser
At a glance
Compass Capital Management, LLC, an SEC-registered wealth manager based in McAlester, OK with $119 million in regulatory assets, lists Dena G. Williams on its Form ADV as Member.
Firms and roles
- Compass Capital Management, LLCMemberWealth manager · McAlester, OK · $119M in regulatory assets
AtlasMembers
Dena’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jimmy J. WilliamsManaging Member, Compass Capital Management, LLC
- Amber L. LewisChief Operations Officer, Compass Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dena’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.