Unclaimed Profile

Matthew Markowski

COMPASS FINANCIAL MANAGEMENT LLC·TAMPA, Florida

COMPASS FINANCIAL MANAGEMENT LLC

2422 W. SUNSET DRIVE, TAMPA, FL 33629CRD# 3092149Firm CRD# 156345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Markowski · TAMPA, FL

Registration

CRD #3092149 · COMPASS FINANCIAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Matthew Markowski is a registered financial advisor based in TAMPA, Florida, affiliated with COMPASS FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPASS FINANCIAL MANAGEMENT LLC

AUM

$409M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS FINANCIAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3092149

Firm CRD# 156345

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Markowski offer?

Matthew Markowski specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TAMPA, Florida for a consultation.

What are Matthew Markowski's credentials?

Matthew Markowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Markowski located?

Matthew Markowski is based in TAMPA, Florida, working with COMPASS FINANCIAL MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Matthew Markowski charge for services?

Matthew Markowski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS FINANCIAL MANAGEMENT LLC?

COMPASS FINANCIAL MANAGEMENT LLC has approximately 20 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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