1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COMPASS FINANCIAL MANAGEMENT LLC

Map pinTAMPA, FL
Phone813-597-6400
NotebookSEC #801-118185
Total AUM
$893.8M
Employees
33
Clients
2,228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2422 W. SUNSET DRIVE
TAMPA
FL 33629
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
813-597-6400
Other Offices
36

ReceiptFinancials

Total AUM
$893.8M
Accounts
3,799
Discretionary
$893.8M
Accounts
3,799
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,955
AUM
$402M
HNW Individual Clients
197
AUM
$444M
Pension/Profit Sharing Plan Clients
37
AUM
$29.4M
Corporation or Business Clients
39
AUM
$18.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCACOCTFLILLAMAMEMNNCNHNJNYOHPRSCTNTXUTVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account