SEC Form ADV · CIK 1666910

COMPASS FINANCIAL GROUP, INC.

Registered Investment AdviserFL
$429.7M
Assets Under Management
431
Total Clients
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Registration Details

CIK
1666910
Accession
CRD-125186
Location
DEERFIELD BEACH, FL
Filing Date
March 26, 2026
AUM
$429.7M
Total Clients
431
Amendment
No

About this Adviser

COMPASS FINANCIAL GROUP, INC. is a registered investment adviser headquartered in DEERFIELD BEACH, FL, managing approximately $429.7M in assets across 431 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.