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Home > Retirement Planners > georgia > marietta > INCOMPASS FINANCIAL PARTNERS, LLC
INCOMPASS FINANCIAL PARTNERS, LLC
4994 Lower Roswell Road
Suite 4
Marietta, Georgia 30068
Tel: 770-971-9141
About INCOMPASS FINANCIAL PARTNERS, LLC
INCOMPASS FINANCIAL PARTNERS, LLC, formally registered with the SEC as INCOMPASS FINANCIAL PARTNERS, LLC. The firm was established in 01/18/2022. They have over 1 offices throughout the country.
INCOMPASS FINANCIAL PARTNERS, LLC is a Marietta, Georgia based Financial Planning firm with nearly $164,172,439 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318227 |
| SEC# | 801-123067 |
| Assets Managed by Firm | $164,172,439 |
| No. of Clients | 839 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 839 | $164,172,439 |
| Individuals (other than high net worth individuals) | 260 | $65,793,360 |
| High net worth individuals | 59 | $95,765,655 |
| Pension and profit sharing plans | 6 | $1,854,881 |
| Charitable organizations | 5 | $625,681 |
| Corporations or other businesses | Fewer than 5 clients | $132,862 |
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