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 $354,000,355 assets under management, offering retirement planning & investment advisory services to 886 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316843
SEC#	801-123037
Assets Managed by Firm	$354,000,355
No. of Clients	886
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	886	$354,000,355
Individuals (other than high net worth individuals)	682	$166,196,138
High net worth individuals	204	$187,804,217

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