Compass Financial Consulting, LLC is a large advisory firm based in Atlanta. It manages $230.95 million of regulatory assets for 749 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Georgia, and Texas.
Compass Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Compass Financial Consulting, LLC is $230.95 million. The firm's AUM has grown by 462% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Compass Financial Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Compass Financial Consulting, LLC performs its advisory services is located at 400 Galleria Parkway, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-563-8895 or by fax 770-563-8899. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at financialdirection.com.