Compass Financial Advisory, LLC
Compass Financial Advisory, LLC (CRD# 150208) is a financial advisory firm headquartered in , . They manage $5,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Financial Advisory, LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$833,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Compass Financial Advisory, LLC
No Advisor Found.
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