Investment adviser · CRD 119100

COMPASS FINANCIAL CONSULTING, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 27, 2017

Regulatory AUM
$231M
Form ADV · Item 5.F
Client accounts
749
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

400 GALLERIA PARKWAY, SUITE 1050
ATLANTA, GA, 30339, United States

CRD 119100

Filing source

Form ADV 1073840 · Mar 27, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.