Also known as compass financial
Compass Financial Advisors is a multi family office and financial advisory firm in Fort Wayne, Indiana, founded in 1998. It helps individuals plan for retirement and other life stages, and its website features educational videos on topics such as business owner policies and risk tolerance. The site lists James A. Weber as a principal and covers retirement and lifestyle planning. It reports about $1.48 billion in assets under management.
Public regulatory records matched to Compass Financial Advisors from SEC and IRS filings.
Public filings matched to Compass Financial Advisors across SEC, IRS, DOL and international registers — newest first.
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Compass Financial Advisors is a multi family office (mfo) based in Fort Wayne, United States, managing approximately $1.5B in assets.
Compass Financial Advisors is headquartered in Fort Wayne, United States.
Compass Financial Advisors manages approximately $1.5B in assets under management.
Compass Financial Advisors was founded in 1998.
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