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Home > Retirement Planners > south dakota > sioux falls > COMPASS FINANCIAL GROUP, INC
COMPASS FINANCIAL GROUP, INC
4300 South Louise Ave.
Suite 300
Sioux Falls, South Dakota 57106
Tel: 605-338-7150
About COMPASS FINANCIAL GROUP, INC
COMPASS FINANCIAL GROUP, INC, formally registered with the SEC as COMPASS FINANCIAL GROUP, INC. The firm was established in 04/24/2012. They have over 1 offices throughout the country.
COMPASS FINANCIAL GROUP, INC is a Sioux Falls, South Dakota based Financial Planning firm with nearly $995,000,000 assets under management, offering retirement planning & investment advisory services to 2385 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157109 |
| SEC# | 801-76392 |
| Assets Managed by Firm | $995,000,000 |
| No. of Clients | 2385 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2385 | $995,000,000 |
| Individuals (other than high net worth individuals) | 2350 | $835,000,000 |
| High net worth individuals | 25 | $150,000,000 |
| Corporations or other businesses | 10 | $10,000,000 |
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