Be advised. This firm is no longer registered.

Compass Financial Advisors LLC

Compass Financial Advisors LLC (CRD# 106809) is a financial advisory firm headquartered in Memphis, TN. They manage $148,344,001 in 64 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
795 Ridgelake Blvd, Suite 106, Memphis, TN 38120
http://www.compassfin.com
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $2,317,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Compass Financial Advisors LLC
No Advisor Found.

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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