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Building 2COMPASS FINANCIAL SERVICES

Map pinWEST DES MOINES, IA
Phone515-327-1020
NotebookSEC #801-118466
Total AUM
$407.4M
Employees
12
Clients
1,107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4801 WESTOWN PARKWAY
WEST DES MOINES
IA 50266
United States
Operating Hours
8AM-4PM AND BY APPOINTMENT
Monday - Friday
Phone
515-327-1020

ReceiptFinancials

Total AUM
$407.4M
Accounts
1,909
Discretionary
$407.4M
Accounts
1,909
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
788
AUM
$137.3M
HNW Individual Clients
317
AUM
$265.3M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIAMNMOTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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