Overview
Assets Under Management: $265 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 153
Average Client Assets: $827,231
Frequently Asked Questions
COMPASS FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109131), COMPASS FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
COMPASS FINANCIAL ADVISORS LLC is headquartered in FORT WAYNE, IN.
COMPASS FINANCIAL ADVISORS LLC serves 153 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, COMPASS FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
COMPASS FINANCIAL ADVISORS LLC manages $265 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, COMPASS FINANCIAL ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.82
Average High-Net-Worth Client Assets: $827,231
Total Client Accounts: 750
Discretionary Accounts: 744
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 109131
Last Filing Date: 2025-03-05 00:00:00
Website: https://dinsmorecomplianceservices.com