COMPASS FINANCIAL ADVISORS LLC

9933 Dupont Circle Drive West
Suite 100
Fort Wayne, Indiana 46825
Tel: 260-490-7878

About COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC, formally registered with the SEC as COMPASS FINANCIAL ADVISORS LLC. The firm was established in 11/30/1998. They have over 4 offices throughout the country.

COMPASS FINANCIAL ADVISORS LLC is a Fort Wayne, Indiana based Financial Planning firm with nearly $264,674,639 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109131
SEC#	801-56002
Assets Managed by Firm	$264,674,639
No. of Clients	750
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$264,674,639
Individuals (other than high net worth individuals)	577	$60,512,779
High net worth individuals	153	$126,566,371
Pension and profit sharing plans	12	$29,196,201
Charitable organizations	6	$9,929,552
Corporations or other businesses	2	$937,988

More Retirement Planning firms in Fort Wayne, Indiana:

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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