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Home > Retirement Planners > florida > deerfield beach > COMPASS FINANCIAL GROUP, INC.
COMPASS FINANCIAL GROUP, INC.
665 S.E. 10th Street
Suite 202
Deerfield Beach, Florida 33441
Tel: 954-481-2607
About COMPASS FINANCIAL GROUP, INC.
COMPASS FINANCIAL GROUP, INC, formally registered with the SEC as COMPASS FINANCIAL GROUP, INC. The firm was established in 04/07/2003. They have over 1 offices throughout the country.
COMPASS FINANCIAL GROUP, INC. is a Deerfield Beach, Florida based Financial Planning firm with nearly $375,590,250 assets under management, offering retirement planning & investment advisory services to 431 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125186 |
| SEC# | 801-61941 |
| Assets Managed by Firm | $375,590,250 |
| No. of Clients | 431 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FAMILY OFFICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 431 | $375,590,250 |
| Individuals (other than high net worth individuals) | 46 | $32,846,500 |
| High net worth individuals | 75 | $337,212,750 |
| Corporations or other businesses | 1 | $5,531,000 |
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