COMPASS CAPITAL MANAGEMENT INC

706 Second Avenue South
Suite 400
Minneapolis, Minnesota 55402
Tel: 612-338-4051

About COMPASS CAPITAL MANAGEMENT INC

COMPASS CAPITAL MANAGEMENT INC, formally registered with the SEC as COMPASS CAPITAL MANAGEMENT INC. The firm was established in 06/10/1988. They have over 1 offices throughout the country.

COMPASS CAPITAL MANAGEMENT INC is a Minneapolis, Minnesota based Financial Planning firm with nearly $1,955,790,396 assets under management, offering retirement planning & investment advisory services to 1494 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107823
SEC#	801-32238
Assets Managed by Firm	$1,955,790,396
No. of Clients	1494
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (SUB-ADVISOR)

Firm Client Information

	No. of Clients	AUM
Firm Total	1494	$1,955,790,396
Individuals (other than high net worth individuals)	81	$42,008,887
High net worth individuals	222	$1,433,011,014
Pension and profit sharing plans	28	$224,852,610
Charitable organizations	20	$164,575,961
Corporations or other businesses	11	$91,341,924

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