Be advised. This firm is no longer registered.

Compass Financial Services, Inc.

Compass Financial Services, Inc. (CRD# 133742) is a financial advisory firm headquartered in Winston Salem, NC. They manage $18,370,843 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
108 Cambridge Plaza Drive, Suite B, Winston Salem, NC 27104
https://www.facebook.com/compassfinancialws/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $213,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Compass Financial Services, Inc.
No Advisor Found.

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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