COMPASS FINANCIAL MANAGEMENT LLC

2422 W. Sunset Drive
Tampa, Florida 33629
Tel: 813-831-5168

About COMPASS FINANCIAL MANAGEMENT LLC

COMPASS FINANCIAL MANAGEMENT LLC, formally registered with the SEC as COMPASS FINANCIAL MANAGEMENT LLC. The firm was established in 03/06/2020. They have over 8 offices throughout the country.

COMPASS FINANCIAL MANAGEMENT LLC is a Tampa, Florida based Financial Planning firm with nearly $409,358,130 assets under management, offering retirement planning & investment advisory services to 1131 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156345
SEC#	801-118185
Assets Managed by Firm	$409,358,130
No. of Clients	1131
No. of Advisors	20

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1131	$409,358,130
Individuals (other than high net worth individuals)	1019	$202,766,907
High net worth individuals	80	$183,053,829
Pension and profit sharing plans	10	$9,417,463
Corporations or other businesses	22	$14,119,931

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