4801 Westown Parkway
West Des Moines, Iowa 50266
Tel: 515-327-1020
COMPASS FINANCIAL SERVICES, formally registered with the SEC as COMPASS FINANCIAL SERVICES. The firm was established in 04/21/2020. They have over 1 offices throughout the country.
COMPASS FINANCIAL SERVICES is a West Des Moines, Iowa based Financial Planning firm with nearly $254,485,742 assets under management, offering retirement planning & investment advisory services to 1588 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109441 |
SEC# | 801-118466 |
Assets Managed by Firm | $254,485,742 |
No. of Clients | 1588 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1588 | $254,485,742 |
Individuals (other than high net worth individuals) | 736 | $113,711,995 |
High net worth individuals | 232 | $137,042,537 |
Pension and profit sharing plans | Fewer than 5 clients | $174,682 |
Charitable organizations | Fewer than 5 clients | $704,727 |
Corporations or other businesses | Fewer than 5 clients | $2,851,801 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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