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COMPASS WEALTH MANAGEMENT, LLC
Tel: 678-619-2364
3340 Peachtree Rd Ne Suite 620
Atlanta, Georgia 30326
COMPASS WEALTH MANAGEMENT, LLC
COMPASS WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based financial advisory firm with nearly $225,280,749 in assets under management and provides investment advisory services for 743 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 , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
156482
SEC#:
801-72172
No. of Clients:
743
Assets under Management
$225,280,749
No. of Advisors:
5
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