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Building 2COMPASS FINANCIAL PLANNING, LLC

Map pinSAN LUIS OBISPO, CA
Phone(805) 888-1597
NotebookSEC #801-112726
Total AUM
$0
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1075 COURT ST.,
SUITE 206
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(805) 888-1597

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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