Compass Financial Management LLC
Compass Financial Management LLC (CRD# 156345) is a financial advisory firm headquartered in Tampa, FL. They manage $409,358,130 in 1,131 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management409MILLION
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Total Number of Accounts1,131ACCOUNTS
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Average Account Value$361,944
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, CT, FL, IL, LA, MA, MN, NC, NH, NJ, NY, OH, PR, SC, TN, TX, WY
John Daniels (CRD# 1791709) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 32 years of experience in the finance industry.
James Davenport (CRD# 5741283) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 14 years of experience in the finance industry.
Kathryn Dennen (CRD# 6174969) is an Investment Advisor Representative working at Compass Financial Management LLC in Oxford, CT and has over 9 years of experience in the finance industry.
Michael Ferrin (CRD# 1774934) is an Investment Advisor Representative working at Compass Financial Management LLC in Clemmons, NC and has over 15 years of experience in the finance industry.
Michael Lee (CRD# 4502893) is an Investment Advisor Representative working at Compass Financial Management LLC in New York, NY and has over 21 years of experience in the finance industry.
Sunil Misra (CRD# 5617829) is an Investment Advisor Representative working at Compass Financial Management LLC in Jacksonville, FL and has over 15 years of experience in the finance industry.
Frederick Mowery (CRD# 1246802) is an Investment Advisor Representative working at Compass Financial Management LLC in Allen, TX and has over 40 years of experience in the finance industry.
Steven Walstad (CRD# 1577424) is an Investment Advisor Representative working at Compass Financial Management LLC in Bloomington, MN and has over 27 years of experience in the finance industry.
Nathan Wilson (CRD# 3088187) is an Investment Advisor Representative working at Compass Financial Management LLC in Laramie, WY and has over 25 years of experience in the finance industry.