1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COMPASS ADVISORS LLC

Map pin
Phone706-579-1235
NotebookSEC #801-65530
Total AUM
$40.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 TO 4:00
Monday - Friday
Phone
706-579-1235

ReceiptFinancials

Total AUM
$40.6M
Accounts
106
Discretionary
$39.8M
Accounts
102
Non-Discretionary
$837.4K
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account