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Compass Financial Management LLC

● SEC registered since 2020CRD 156345SEC# 801-118185Tampa, FL
Export (members)
Reg. AUM
$519M
Employees
28
Accounts
1,350
Location
Tampa, FL

Compass Financial Management LLC assets under management

Compass Financial Management LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2020. It reports $519 million in regulatory assets under management and employs 28 people.
www.facebook.com/joe.diseView on SEC.gov ↗

Compass Financial Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Markowski ControlDirector/Managing Member25-50%2018
Matthew Markowski ControlDirector/Cco/Managing Member25-50%2018
Michael John Markowski ControlDirector/Managing Member25-50%2018

Frequently asked questions

How much does Compass Financial Management LLC manage?

Compass Financial Management LLC reports $519 million in regulatory assets under management on its Form ADV.

How many employees does Compass Financial Management LLC have?

Compass Financial Management LLC reports 28 employees.

Where is Compass Financial Management LLC located?

Compass Financial Management LLC is based in Tampa, FL and has been SEC-registered since 2020.

Does Compass Financial Management LLC disclose fund performance?

Compass Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2422 W. Sunset Drive, Tampa, FL 33629
Phone813-597-6400
Office hours9:00 a.m.-5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$519M
Non-discretionary$0
Total (RAUM)$519M