INCOMPASS FINANCIAL PARTNERS, LLC - Financial Advisor in Georgia, Marietta

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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135958

801-66563

676

$1,583,450,503

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281782

801-106784

1298

$1,147,123,280

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125573

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1460

$377,067,797

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318872

801-123491

381

$253,549,812

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150555

801-118667

639

$249,725,000

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801-122063

1473

$203,057,268

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801-124758

693

$144,405,158

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126538

801-120990

186

$112,192,919

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161132

801-119758

442

$102,775,422

CAPITAL MANAGEMENT ADVISORS INC

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