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Building 2COMPASS FINANCIAL ADVISORS LLC

Map pinFORT WAYNE, IN
Phone260-490-7878
NotebookSEC #801-56002
Total AUM
$282.5M
Employees
9
Clients
659

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9933 DUPONT CIRCLE DRIVE WEST
SUITE 100
FORT WAYNE
IN 46825
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
260-490-7878
Other Offices
3

ReceiptFinancials

Total AUM
$282.5M
Accounts
730
Discretionary
$281.1M
Accounts
726
Non-Discretionary
$1.4M
Accounts
4

ContactClients

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Individual Clients
489
AUM
$46.2M
HNW Individual Clients
145
AUM
$147.5M
Pension/Profit Sharing Plan Clients
16
AUM
$32.1M
Charitable Organization Clients
6
AUM
$11M
Government Entity Clients
1
AUM
$44.7M
Corporation or Business Clients
2
AUM
$1.2M

Briefcase businessServices

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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
FLIAILINKYMIMNNHOHTXVA

HandshakeAffiliates

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

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