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Tana Ackerly Gildea

COMPASS FINANCIAL CONSULTING, LLC·ATLANTA, Georgia
Clean recordCOMPASS FINANCIAL CONSULTING, LLC
400 GALLERIA PARKWAY, ATLANTA, GA 30339CRD# 5182812Firm CRD# 119100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tana Ackerly Gildea · ATLANTA, GA
Registration
CRD #5182812 · COMPASS FINANCIAL CONSULTING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tana Ackerly Gildea 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
View all advisors at COMPASS FINANCIAL CONSULTING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5182812
Firm CRD# 119100
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tana Ackerly Gildea offer?
Tana Ackerly Gildea specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Tana Ackerly Gildea's credentials?
Tana Ackerly Gildea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tana Ackerly Gildea located?
Tana Ackerly Gildea 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 Tana Ackerly Gildea charge for services?
Tana Ackerly Gildea'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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Other Advisors at COMPASS FINANCIAL CONSULTING, LLC

Kenneth Howard Bridges
ATLANTA, GA
Kevin S Kraus
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John Daniel Bochniak
ATLANTA, GA

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Research
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