Compass Financial Advisors, LLC

Overview

Compass Financial Advisors, LLC is a small, owner-operated limited liability company that operates as a non-independent retail Registered Investment Adviser focused on individual and family clients, with portfolio management services for individuals and small businesses. The firm charges fees as a percentage of assets under management and maintains affiliations with broker-dealer channels in addition to its advisory role. It does not position itself as a capital allocator, is not identified as an active ESG investor, and is not presented as a multi-state or pension-focused consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives