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Building 2COMPASS WEALTH ADVISORS, LLC

Map pinELKHART, IN
Phone574-522-3738
NotebookSEC #801-60956
Total AUM
$202.3M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 S. MAIN ST.
ELKHART
IN 46516-3122
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
574-522-3738

ReceiptFinancials

Total AUM
$202.3M
Accounts
1,218
Discretionary
$200.6M
Accounts
1,198
Non-Discretionary
$1.8M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMISCTNTXWI

HandshakeAffiliates

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

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