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Home > Retirement Planners > florida > ormond beach > COMPASS FINANCIAL ADVISORY SERVICES, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC
880 Airport Road, Suite 112a
Ormond Beach, Florida 32174
Tel: 888-673-5191
About COMPASS FINANCIAL ADVISORY SERVICES, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC, formally registered with the SEC as COMPASS FINANCIAL ADVISORY SERVICES, LLC. The firm was established in 01/13/2022. They have over 1 offices throughout the country.
COMPASS FINANCIAL ADVISORY SERVICES, LLC is a Ormond Beach, Florida based Financial Planning firm with nearly $295,936,077 assets under management, offering retirement planning & investment advisory services to 798 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 316843 |
| SEC# | 801-123037 |
| Assets Managed by Firm | $295,936,077 |
| No. of Clients | 798 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 798 | $295,936,077 |
| Individuals (other than high net worth individuals) | 569 | $160,936,077 |
| High net worth individuals | 180 | $135,000,000 |
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