Compass Financial Advisors Llc, IN — Investment Adviser | BuildTrust

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COMPASS FINANCIAL ADVISORS LLC

Investment AdviceFORT WAYNE, IN

Assets Under Management

$264.7M

Total AUM

Donut chart: Discretionary 263.0M, Non-Discretionary 1.7M
Category	Value
Discretionary	263.0M
Non-Discretionary	1.7M

Adviser Information

Field	Value
CRD Number	109131
SEC Number	801-56002
Street Address	9933 DUPONT CIRCLE DRIVE WEST
Street Address 2	SUITE 100
Location	FORT WAYNE, IN 46825
Country	United States
Phone	260-490-7878
Fax	260-490-7766
Total Employees	7

Client Count by Type (751 Total)

Horizontal bar chart: Individuals (other than H… 577, High Net Worth Individual… 153, Pension/Profit Sharing Pl… 12, Charitable Organizations 6, Corporations/Businesses 2, State/Municipal Govt Enti… 1
Category	Value
Individuals (other than H…	577
High Net Worth Individual…	153
Pension/Profit Sharing Pl…	12
Charitable Organizations	6
Corporations/Businesses	2
State/Municipal Govt Enti…	1