Compass Financial, LLC
Compass Financial, LLC (CRD# 152558) is a financial advisory firm headquartered in , . They manage $5,659,521 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Compass Financial, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$110,971
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, SC
Financial Advisors at Compass Financial, LLC
1
Jeffrey Smith (CRD# 4920956) is an Investment Advisor Representative working at Compass Financial, LLC in Prosperity, SC and has over 18 years of experience in the finance industry.
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