COMPASS FINANCIAL MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$893,836,789
Discretionary
$893,836,789
Non-discretionary
$0
Firm details
- CRD number
- 156345
- SEC file number
- 801-118185
- Main office
- TAMPA, FL, United States
- Employees
- 33
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.