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COMPASS FINANCIAL GROUP, INC.
Tel: 954-481-2607
665 S.E. 10th Street Suite 202
Deerfield Beach, Florida 33441
COMPASS FINANCIAL GROUP, INC.
COMPASS FINANCIAL GROUP, INC. is a Deerfield Beach, Florida based financial advisory firm with nearly $375,590,250 in assets under management and provides investment advisory services for 431 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (FAMILY OFFICE)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
125186
SEC#:
801-61941
No. of Clients:
431
Assets under Management
$375,590,250
No. of Advisors:
5
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