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COMPASS FINANCIAL SERVICES
4801 Westown Parkway
West Des Moines, Iowa 50266
Tel: 515-327-1020
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 Status | Approved |
|---|---|
| Firm CRD# | 109441 |
| SEC# | 801-118466 |
| Assets Managed by Firm | $333,738,881 |
| No. of Clients | 1806 |
| No. of Advisors | 11 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1806 | $333,738,881 |
| Individuals (other than high net worth individuals) | 783 | $129,374,826 |
| High net worth individuals | 278 | $200,185,878 |
| Pension and profit sharing plans | Fewer than 5 clients | $177,436 |
| Charitable organizations | Fewer than 5 clients | $1,044,498 |
| Corporations or other businesses | Fewer than 5 clients | $2,956,243 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $16,157,423,229 | 212836 | 383 | |
| $11,358,738,764 | 8 | 15 |
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