| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Wellington Pearson Control | Chief Compliance Officer | 10-25% | 2024 |
| Guy Allen Duane Leman Control | Shareholder | 10-25% | 2019 |
| Julie Kay Greer | Shareholder | 10-25% | 2017 |
Compass Financial Services, Inc. reports $333.7 million in regulatory assets under management on its Form ADV.
Compass Financial Services, Inc. reports 11 employees.
Compass Financial Services, Inc. is based in West des Moines, IA and has been SEC-registered since 2020.
Compass Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4801 Westown Parkway, West des Moines, IA 50266 |
| Phone | 515-327-1020 |
| Fax | 515-440-1618 |
| Office hours | 8a.m.-4p.m. And By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2039088 |
| Discloses disciplinary history | No |
| Discretionary | $333.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $333.7M |