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Compass Financial Group, Inc

EST. AUM
$1,482,712,000

CONTACTS
5

CLIENT ACCOUNTS
2,826

Firm Details

Metro area Sioux Falls
CRD Number 157109
Website compassfin.net
Client types

Overview

Compass Financial Group is an independent Registered Investment Adviser offering financial and estate planning services. The firm provides customized investment proposals, selecting from a wide range of mutual funds across various account types, including retirement accounts, individual and joint accounts, 529 college savings plans, corporate accounts, charitable trusts, and employer-sponsored plans such as 401(k), 403(b), 457(b), and Simple IRA plans. Largely uses ETFs. Uses separately managed accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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