COMPASS FINANCIAL ADVISORS LLC - Financial Advisor in Indiana, Fort Wayne

Tel: 260-490-7878 9933 Dupont Circle Drive West Suite 100 Fort Wayne, Indiana 46825

About COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC is a Fort Wayne, Indiana based financial advisory firm with nearly $264,674,639 in assets under management and provides investment advisory services for 750 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

109131

Firm SEC#:

801-56002

Assets Under Management:

$264,674,639

No. of Clients:

750

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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

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2853

$2,057,903,619

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$995,850,684

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801-46796

365

$476,439,495

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282712

801-114636

4344

$463,303,000

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Not Disclosed

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