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Building 2COMPASS FINANCIAL GROUP, INC

Map pinSIOUX FALLS, SD
Phone605-338-7150
NotebookSEC #801-76392
Total AUM
$1.2B
Employees
13
Clients
2,676

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4300 SOUTH LOUISE AVE.
SUITE 300
SIOUX FALLS
SD 57106
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
605-338-7150

ReceiptFinancials

Total AUM
$1.2B
Accounts
8,015
Discretionary
$1.2B
Accounts
8,015
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,399
AUM
$488.4M
HNW Individual Clients
276
AUM
$735.8M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIAILINKSLAMIMNMOMTNCNDNENHOKSCSDTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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