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John Daniel Bochniak

COMPASS FINANCIAL CONSULTING, LLC·ATLANTA, Georgia
Clean recordCOMPASS FINANCIAL CONSULTING, LLC
400 GALLERIA PARKWAY, ATLANTA, GA 30339CRD# 4642074Firm CRD# 119100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Daniel Bochniak · ATLANTA, GA
Registration
CRD #4642074 · COMPASS FINANCIAL CONSULTING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Daniel Bochniak is a registered financial advisor based in ATLANTA, Georgia, affiliated with COMPASS FINANCIAL CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPASS FINANCIAL CONSULTING, LLC
COMPASS FINANCIAL CONSULTING, LLC
AUM
$231M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4642074
Firm CRD# 119100
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Daniel Bochniak offer?
John Daniel Bochniak specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are John Daniel Bochniak's credentials?
John Daniel Bochniak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Bochniak located?
John Daniel Bochniak is based in ATLANTA, Georgia, working with COMPASS FINANCIAL CONSULTING, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does John Daniel Bochniak charge for services?
John Daniel Bochniak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS FINANCIAL CONSULTING, LLC?
COMPASS FINANCIAL CONSULTING, LLC has approximately 6 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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