COMPASS FINANCIAL SERVICES, INC.
Doing business as COMPASS FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$407,449,818
Discretionary
$407,449,818
Non-discretionary
$0
Firm details
- CRD number
- 109441
- SEC file number
- 801-118466
- Main office
- WEST DES MOINES, IA, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.