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Building 2COMPASS FINANCIAL GROUP, INC.

Map pinDEERFIELD BEACH, FL
Phone954-481-2607
NotebookSEC #801-61941
Total AUM
$429.7M
Employees
6
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
665 S.E. 10TH STREET
SUITE 202
DEERFIELD BEACH
FL 33441
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
954-481-2607

ReceiptFinancials

Total AUM
$429.7M
Accounts
431
Discretionary
$429.7M
Accounts
431
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$22M
HNW Individual Clients
87
AUM
$407.7M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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

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