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COMPASS FINANCIAL GROUP, INC
CRD 157109 · SEC 801-76392
4300 SOUTH LOUISE AVE., SUITE 300, SIOUX FALLS, SD, 57106, United States
Phone
605-338-7150
Fax
605-413-4296
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
13 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-11-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2399 | $488.4M |
| High net worth individuals | 276 | $735.8M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, IA, KS, LA, MI, MN, MT, NE, NC, ND, OK, SC, TN, WI, WY, MO, WA, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD