Compass Wealth Advisors, LLC
Compass Wealth Advisors, LLC (CRD# 117129) is a financial advisory firm headquartered in Elkhart, IN. They manage $170,738,737 in 965 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Compass Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management171MILLION
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Total Number of Accounts965ACCOUNTS
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Average Account Value$176,931
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IN, MI, TX
Financial Advisors at Compass Wealth Advisors, LLC
No Advisor Found.
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