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INCOMPASS FINANCIAL PARTNERS, LLC
Tel: 770-971-9141
4994 Lower Roswell Road Suite 4
Marietta, Georgia 30068
INCOMPASS FINANCIAL PARTNERS, LLC
INCOMPASS FINANCIAL PARTNERS, LLC is a Marietta, Georgia based financial advisory firm with nearly $164,172,439 in assets under management and provides investment advisory services for 839 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 , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
318227
SEC#:
801-123067
No. of Clients:
839
Assets under Management
$164,172,439
No. of Advisors:
7
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