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COMPASS FINANCIAL ADVISORS LLC

SEC Form ADV profile.

Total regulatory AUM
$282,474,625
Discretionary
$281,086,772
Non-discretionary
$1,387,853

Firm details

CRD number
109131
SEC file number
801-56002
Main office
FORT WAYNE, IN, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.