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COMPASS FINANCIAL GROUP, INC

4300 South Louise Ave.
Suite 300
Sioux Falls, South Dakota 57106
Tel: 605-338-7150

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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 StatusApproved
Firm CRD#157109
SEC#801-76392
Assets Managed by Firm$995,000,000
No. of Clients2385
No. of Advisors7

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 ClientsAUM
Firm Total2385$995,000,000
Individuals (other than high net worth individuals)2350$835,000,000
High net worth individuals25$150,000,000
Corporations or other businesses10$10,000,000

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ELGETHUN CAPITAL MANAGEMENT
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HI-LINE CAPITAL MANAGEMENT, LLC
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SAGE CAPITAL ADVISORS, LLC
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$581,485,6455048
LAUER CAPITAL MANAGEMENT LTD
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Sioux Falls, SD, 57105
$306,200,760983

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