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Compass Financial Management Group, Inc.

MemberCompass Financial Advisory Services, LLC

About Compass Financial Management Group, Inc.

Compass Financial Management Group, Inc. is listed as Member at Compass Financial Advisory Services, LLC in Ormond Beach, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Compass Financial Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Compass Financial Management Group, Inc. work?

Compass Financial Management Group, Inc. is listed as Member at Compass Financial Advisory Services, LLC on SEC Form ADV.

How much of Compass Financial Advisory Services, LLC does Compass Financial Management Group, Inc. own?

Form ADV reports a beneficial ownership band of 25-50%.

Compass Financial Advisory Services, LLC

TitleMember
Ownership25-50%
Control personYes
Since2021