Be advised. This firm is no longer registered.

Compass Financial Strategies, Inc.

Compass Financial Strategies, Inc. (CRD# 135528) is a financial advisory firm headquartered in Abilene, TX. They manage $55,390,121 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $382,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Compass Financial Strategies, Inc.
No Advisor Found.
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