Compass Financial Advisors, LLC

Compass Financial Advisors, LLC (CRD# 128319) is a financial advisory firm headquartered in Media, PA. They manage $11,266,676 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $135,743
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Compass Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles B. Smith
CRD#: 2229792
133 Rose Lane, Springfield, PA 19064
93
Wealthminder
score

Charles Smith (CRD# 2229792) is an Investment Advisor Representative working at Compass Financial Advisors, LLC in Springfield, PA and has over 24 years of experience in the finance industry.

2
Kenneth R. Smith
CRD#: 2300203
133 Rose Lane, Springfield , PA 19064
93
Wealthminder
score

Kenneth Smith (CRD# 2300203) is an Investment Advisor Representative working at Compass Financial Advisors, LLC in Springfield , PA and has over 21 years of experience in the finance industry.

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