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COMPASS FINANCIAL GROUP
SECURE RETIREMENT SOLUTIONS, LLC
CRD 328412
16414 SAN PEDRO AVENUE, SUITE 520, SAN ANTONIO, TX, 78232, United States
Phone
210-783-0042
Fax
830-372-2354
Registration
— (—)
Source
State registered
Total AUM
$91.6M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 421 | $91.6M |
All web addresses on file
Official SEC filing: View on IAPD