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
https://www.instagram.com/cfinllc/?hl=en
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, SC

Financial Advisors at Compass Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Smith, financial advisor Prosperity SC
Jeffrey S. Smith
CRD#: 4920956
Prosperity, SC

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.

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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