Compass Financial Advisors LLC
Compass Financial Advisors LLC (CRD# 109131) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $230,847,427 in 730 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management231MILLION
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Total Number of Accounts730ACCOUNTS
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Average Account Value$316,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IA, IL, IN, KY, MI, MN, NH, OH, TX
James Bobos (CRD# 4387667) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 23 years of experience in the finance industry.
Lynn Fisel (CRD# 2074195) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 34 years of experience in the finance industry.
Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry.
Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.
Michael Simpson (CRD# 4223513) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 24 years of experience in the finance industry.
Christopher Swanson (CRD# 1233703) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 40 years of experience in the finance industry.
James Weber (CRD# 7054819) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 5 years of experience in the finance industry.