COMPASS FINANCIAL ADVISORY SERVICES, LLC
Tel: 888-673-5191 880 Airport Road, Suite 112a Ormond Beach, Florida 32174
About COMPASS FINANCIAL ADVISORY SERVICES, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC is a Ormond Beach, Florida based financial advisory firm with nearly $354,000,355 in assets under management and provides investment advisory services for 886 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
316843
Firm SEC#:
801-123037
Assets Under Management:
$354,000,355
No. of Clients:
886
No. of Advisors:
10
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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