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Building 2COMPASS FINANCIAL ADVISORY SERVICES, LLC

Map pinORMOND BEACH, FL
Phone(386) 673-5191
NotebookSEC #801-123037
Total AUM
$527.2M
Employees
12
Clients
1,031

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
880 AIRPORT ROAD, SUITE 112A
ORMOND BEACH
FL 32174
United States
Operating Hours
9-5
Monday - Friday
Phone
(386) 673-5191

ReceiptFinancials

Total AUM
$527.2M
Accounts
1,031
Discretionary
$522M
Accounts
982
Non-Discretionary
$5.1M
Accounts
49

ContactClients

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Individual Clients
669
AUM
$158.9M
HNW Individual Clients
362
AUM
$368.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAKYLANCSCTNTX

HandshakeAffiliates

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

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