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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 $333,738,881 assets under management, offering retirement planning & investment advisory services to 1806 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109441
SEC#801-118466
Assets Managed by Firm$333,738,881
No. of Clients1806
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1806$333,738,881
Individuals (other than high net worth individuals)783$129,374,826
High net worth individuals278$200,185,878
Pension and profit sharing plansFewer than 5 clients$177,436
Charitable organizationsFewer than 5 clients$1,044,498
Corporations or other businessesFewer than 5 clients$2,956,243

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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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TRANSAMERICA RETIREMENT ADVISORS, LLC
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$16,157,423,229212836383

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