Money Compass Advisors

Money Compass Advisors (CRD# 310412) is a financial advisory firm headquartered in Sonoma, CA. They manage $5,831,898 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1242, Sonoma, CA 95476
https://www.moneycompassadvisors.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $188,126
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Money Compass Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Tobias, financial advisor Sonoma CA
Thomas Tobias
CRD#: 5513921
Sonoma, CA

Thomas Tobias (CRD# 5513921) is an Investment Advisor Representative working at Money Compass Advisors in Sonoma, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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