Compass Financial Advisors, LLC

Compass Financial Advisors, LLC (CRD# 128319) is a financial advisory firm headquartered in , . They manage $15,527,512 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $246,468
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Compass Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Smith, financial advisor West Chester PA
Kenneth R. Smith
CRD#: 2300203
West Chester, PA

Kenneth Smith (CRD# 2300203) is an Investment Advisor Representative working at Compass Financial Advisors, LLC in West Chester, PA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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