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INCOMPASS FINANCIAL PARTNERS, LLC

Tel: 770-971-9141
4994 Lower Roswell Road
Suite 4
Marietta, Georgia  30068

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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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