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COMPASS FINANCIAL ADVISORS LLC
Tel: 260-490-7878
9933 Dupont Circle Drive West Suite 100
Fort Wayne, Indiana 46825
COMPASS FINANCIAL ADVISORS LLC
COMPASS FINANCIAL ADVISORS LLC is a Fort Wayne, Indiana based financial advisory firm with nearly $264,674,639 in assets under management and provides investment advisory services for 750 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
109131
SEC#:
801-56002
No. of Clients:
750
Assets under Management
$264,674,639
No. of Advisors:
7
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