COMPASS FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$429,741,750
Discretionary
$429,741,750
Non-discretionary
$0
Firm details
- CRD number
- 125186
- SEC file number
- 801-61941
- Main office
- DEERFIELD BEACH, FL, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.