Compass Financial Usa, Inc.
Compass Financial Usa, Inc. (CRD# 134487) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $7,858,880 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Financial Usa, Inc.
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts29ACCOUNTS
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Average Account Value$270,996
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Compass Financial Usa, Inc.
No Advisor Found.
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