Compass Wealth Advisors
Compass Wealth Advisors (CRD# 165749) is a financial advisory firm headquartered in Petaluma, CA. They manage $5,093,160 in 62 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$82,148
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 6 years of experience in the finance industry.