Compass Financial Group, Inc.
Compass Financial Group, Inc. (CRD# 130867) is a financial advisory firm headquartered in Dublin, OH. They manage $102,255,619 in 145 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Financial Group, Inc.
By the Numbers
-
Total Assets Under Management102MILLION
-
Total Number of Accounts145ACCOUNTS
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Average Account Value$705,211
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Compass Financial Group, Inc.
1
Gregory Johnson (CRD# 5178491) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Dublin, OH and has over 10 years of experience in the finance industry.
2
Mark Menges (CRD# 2875507) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Dublin, OH and has over 26 years of experience in the finance industry.
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