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COMPASS FINANCIAL ADVISORS LLC
MEMPHIS, TN
901-762-0080
SEC #801-49054Total AUM
$148.3M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
795 RIDGELAKE BLVD
SUITE 106
MEMPHIS
TN 38120
United States
SUITE 106
MEMPHIS
TN 38120
United States
Operating Hours
8:30 AM TO 5:00 PM MON.-THURS., 7:30-12 ON FRI.
Monday - Friday
Monday - Friday
Phone
901-762-0080
Financials
Total AUM
$148.3M
Accounts
64Discretionary
$145.9M
Accounts
33Non-Discretionary
$2.4M
Accounts
31
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
TN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.