Compass Financial Group, Inc.

Compass Financial Group, Inc. (CRD# 125186) is a financial advisory firm headquartered in Deerfield Beach, FL. They manage $375,590,250 in 431 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
665 S.e. 10th Street, Suite 202, Deerfield Beach, FL 33441
http://www.compassfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $871,439
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Compass Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Blair Shein, financial advisor Deerfield Beach FL
Blair C. Shein
CRD#: 4646254
665 S.e. 10th Street, Suite 202, Deerfield Beach, FL 33441

Blair Shein (CRD# 4646254) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 23 years of experience in the finance industry.

2
Jay Shein, financial advisor Deerfield Beach FL
Jay L. Shein
CRD#: 1741677
665 S.e. 10th Street, Suite 202, Deerfield Beach, FL 33441

Jay Shein (CRD# 1741677) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 33 years of experience in the finance industry.

3
Stacey Beverley, financial advisor Deerfield Beach FL
Stacey L. Beverley
CRD#: 4678448
665 S.e. 10th Street, Suite 202, Deerfield Beach, FL 33441

Stacey Beverley (CRD# 4678448) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 4 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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