INCOMPASS FINANCIAL PARTNERS, LLC
Tel: 770-971-9141 4994 Lower Roswell Road Suite 4 Marietta, Georgia 30068
About INCOMPASS FINANCIAL PARTNERS, LLC
INCOMPASS FINANCIAL PARTNERS, LLC is a Marietta, Georgia based financial advisory firm with nearly $164,172,439 in assets under management and provides investment advisory services for 839 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
318227
Firm SEC#:
801-123067
Assets Under Management:
$164,172,439
No. of Clients:
839
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
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