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
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts86ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Compass Financial Services, Inc.
No Advisor Found.
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