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Compass Financial Services

EST. AUM
$500,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Portland, OR
CRD Number
Website compassfinancialservices.com
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Overview

Compass Financial Services is an independent registered investment advisory practice based in Walla Walla, Washington, founded and led by Ginger Kessel. The firm serves approximately 200 high-net-worth families across multiple states, providing personalized financial planning and investment management services. Securities and advisory services are currently offered through Arkadios Capital, a hybrid independent broker-dealer based in Atlanta, Georgia, having previously been affiliated with Commonwealth Financial Network.

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Alternative Activity

Address

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

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