Overview
Assets Under Management: $334 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 278
Average Client Assets: $720,093
Frequently Asked Questions
COMPASS FINANCIAL SERVICES, INC. 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 #109441), COMPASS FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
COMPASS FINANCIAL SERVICES, INC. is headquartered in WEST DES MOINES, IA.
COMPASS FINANCIAL SERVICES, INC. serves 278 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, COMPASS FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COMPASS FINANCIAL SERVICES, INC. manages $334 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, COMPASS FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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