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COMPASS COACHING AND CONSULTING, LLC
CRD 327213
2162 E 61ST, TULSA, OK, 74136, United States
Phone
918-949-3539
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 1 advisory reps; 201 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FOR SELECTION OF THIRD-PARTY ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningSelection of other advisers
All web addresses on file
Official SEC filing: View on IAPD