Overview
Assets Under Management: $334 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 278
Average Client Assets: $720,093
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.98
Average High-Net-Worth Client Assets: $720,093
Total Client Accounts: 1,806
Discretionary Accounts: 1,806
Regulatory Filings
CRD Number: 109441
Last Filing Date: 2025-02-13 00:00:00
Website: https://compassiowa.com