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COMPASS FINANCIAL SERVICES

Tel: 515-327-1020
4801 Westown Parkway
West Des Moines, Iowa  50266

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COMPASS FINANCIAL SERVICES

COMPASS FINANCIAL SERVICES is a West Des Moines, Iowa based financial advisory firm with nearly $333,738,881 in assets under management and provides investment advisory services for 1806 clients. There are currently 11 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

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

109441

SEC#:

801-118466

No. of Clients:

1806

Assets under Management

$333,738,881

No. of Advisors:

11

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