Compass Financial, LLC

Compass Financial, LLC (CRD# 152558) is a financial advisory firm headquartered in , . They manage $1,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $75,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Compass Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Clayton M. Robison
CRD#: 1008082
Escondido, CA
93
Wealthminder
score

Clayton Robison (CRD# 1008082) is an Investment Advisor Representative working at Compass Financial, LLC in Escondido, CA and has over 8 years of experience in the finance industry.

2
Jeffrey S. Smith
CRD#: 4920956
Escondido, CA
83
Wealthminder
score

Jeffrey Smith (CRD# 4920956) is an Investment Advisor Representative working at Compass Financial, LLC in Escondido, CA and has over 12 years of experience in the finance industry.

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