Compass Financial Advisory Services, LLC

Compass Financial Advisory Services, LLC (CRD# 316843) is a financial advisory firm headquartered in Ormond Beach, FL. They manage $325,260,870 in 751 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
880 Airport Road, Suite 112a, Ormond Beach, FL 32174
http://www.compassfinancial.us/
By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    751
    ACCOUNTS
  • Average Account Value
    $433,104
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TN, TX

Financial Advisors at Compass Financial Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tara Sanders, financial advisor Ormond Beach FL
Tara A. Sanders
CRD#: 2546811
880 Airport Road, Suite 112a, Ormond Beach, FL 32174

Tara Sanders (CRD# 2546811) is an Investment Advisor Representative working at Compass Financial Advisory Services, LLC in Ormond Beach, FL and has over 29 years of experience in the finance industry.

2
Bruce Boyle, financial advisor Ormond Beach FL
Bruce S. Boyle
CRD#: 2728694
880 Airport Road, Suite 112a, Ormond Beach, FL 32174

Bruce Boyle (CRD# 2728694) is an Investment Advisor Representative working at Compass Financial Advisory Services, LLC in Ormond Beach, FL and has over 27 years of experience in the finance industry.

3
John Cecere, financial advisor Ormond Beach FL
John R. Cecere
CRD#: 7767522
880 Airport Road, Suite 112a, Ormond Beach, FL 32174

John Cecere (CRD# 7767522) is an Investment Advisor Representative working at Compass Financial Advisory Services, LLC in Ormond Beach, FL and has 1 year 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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