COMPASS FINANCIAL SERVICES - Financial Advisor in Iowa, West Des Moines

Tel: 515-327-1020 4801 Westown Parkway West Des Moines, Iowa 50266

About COMPASS FINANCIAL SERVICES

COMPASS FINANCIAL SERVICES is a West Des Moines, Iowa based financial advisory firm with nearly $333,738,881 in assets under management and provides investment advisory services for 1806 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

109441

Firm SEC#:

801-118466

Assets Under Management:

$333,738,881

No. of Clients:

1806

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges

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

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