COMPASS WEALTH MANAGEMENT, LLC
Tel: 678-619-2364 3340 Peachtree Rd Ne Suite 620 Atlanta, Georgia 30326
About COMPASS WEALTH MANAGEMENT, LLC
COMPASS WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based financial advisory firm with nearly $225,280,749 in assets under management and provides investment advisory services for 743 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
156482
Firm SEC#:
801-72172
Assets Under Management:
$225,280,749
No. of Clients:
743
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Georgia?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
