Compass Financial Strategies, Inc.
Compass Financial Strategies, Inc. (CRD# 135528) is a financial advisory firm headquartered in Abilene, TX. They manage $55,390,121 in 145 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Financial Strategies, Inc.
By the Numbers
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Total Assets Under Management55MILLION
-
Total Number of Accounts145ACCOUNTS
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Average Account Value$382,001
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Compass Financial Strategies, Inc.
No Advisor Found.
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