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COMPASS FINANCIAL SERVICES

4801 Westown Parkway
West Des Moines, Iowa 50266
Tel: 515-327-1020

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About COMPASS FINANCIAL SERVICES

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109441
SEC#801-118466
Assets Managed by Firm$254,485,742
No. of Clients1588
No. of Advisors12

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1588$254,485,742
Individuals (other than high net worth individuals)736$113,711,995
High net worth individuals232$137,042,537
Pension and profit sharing plansFewer than 5 clients$174,682
Charitable organizationsFewer than 5 clients$704,727
Corporations or other businessesFewer than 5 clients$2,851,801

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PRINCIPAL REAL ESTATE
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$93,670,595,7741522484
AEGON ASSET MANAGEMENT US
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$87,349,594,698210289
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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$82,427,818,6544613703352
PRINCIPAL SECURITIES, INC.
711 High Street
Des Moines, IA, 50392
$9,416,854,861460751430

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