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Compass Financial Management LLC

Headquartered in TAMPA, FL

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Firm Information

Compass Financial Management LLC is an investment advisor registered with the SEC and located in TAMPA, FL. The firm manages approximately $409,358,130 in assets and has 13 licensed agents, 20 investment advisor representatives, and 4 registered representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals. Compass Financial Management LLC serves high-net-worth individuals, corporations, and pension and profit-sharing plans.

Compass Financial Management LLC

2422 W. SUNSET DRIVE

TAMPA, FL 33629

$409.36M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (23)

COMPASS FINANCIAL MANAGEMENT LLC has a total of 23 branch locations across the country.
location

OAK BROOK, IL

location

MIAMI, FL

location

Lutz, FL

location

Fort Collins, CO

location

Jacksonville, FL

location

SARASOTA, FL

location

Ladson, SC

location

Laramie, WY

location

San Diego, CA

location

TAMPA, FL

location

Treasure Island, FL

location

Clemmons, NC

location

SAN DIEGO, CA

location

HARTWELL, GA

location

Darien, CT

location

MONTGOMERY, TX

location

Allen, TX

location

Sarasota, FL

location

Chicago, IL

location

Bloomington, MN

location

Oxford, CT

location

New York, NY

location

HIALEAH, FL

Advisors at Compass Financial Management LLC

View All 17 Advisors
Unclaimed
Janak R Desai

RA

Lutz, FL

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Frederick Eugene Mowery

RA

Allen, TX

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Donald Michael Paracca

RA

SARASOTA, FL

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Unclaimed
Sunil Dutt Misra

CFC®, RA

Jacksonville, FL

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Unclaimed
Joseph William Dise

RA

TAMPA, FL

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Unclaimed
Belinda Marie Lusk

RA

Chicago, IL

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Unclaimed
Jesse John Lipscomb

RA

SAN DIEGO, CA

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Unclaimed
Steven Craig Walstad

RA

Bloomington, MN

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Disclosures

There are no public disclosures for Compass Financial Management LLC.

Frequently Asked Questions (10)

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