4300 South Louise Ave.
Suite 300
Sioux Falls, South Dakota 57106
Tel: 605-338-7150
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$921,859,137 | 2 | 6 | |
$786,613,953 | 802 | 8 | |
$631,940,945 | 467 | 7 | |
$581,485,645 | 504 | 8 | |
$306,200,760 | 98 | 3 |
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