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COMPASS FINANCIAL ADVISORS LLC

Tel: 260-490-7878
9933 Dupont Circle Drive West
Suite 100
Fort Wayne, Indiana  46825

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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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