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Gregory Lee Schoenfeld

COMPASS WEALTH ADVISORS, LLC·ELKHART, Indiana
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100 S. MAIN ST., ELKHART, IN 46516-3122CRD# 3237974Firm CRD# 117129
01

About

Gregory Lee Schoenfeld is a registered financial advisor based in ELKHART, Indiana, affiliated with COMPASS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS WEALTH ADVISORS, LLC
COMPASS WEALTH ADVISORS, LLC
AUM
$202M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COMPASS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3237974
Firm CRD# 117129
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Lee Schoenfeld offer?
Gregory Lee Schoenfeld specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELKHART, Indiana for a consultation.
What are Gregory Lee Schoenfeld's credentials?
Gregory Lee Schoenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Lee Schoenfeld located?
Gregory Lee Schoenfeld is based in ELKHART, Indiana, working with COMPASS WEALTH ADVISORS, LLC. Their office serves clients in the ELKHART metropolitan area and surrounding communities.
How does Gregory Lee Schoenfeld charge for services?
Gregory Lee Schoenfeld'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 WEALTH ADVISORS, LLC?
COMPASS WEALTH ADVISORS, LLC has approximately 4 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ELKHART
Amy Suzanne Mcsorley — GUIDANCE INVESTMENT ADVISORS, LLCDeborah Arlene Dehoff — COMPASS WEALTH ADVISORS, LLCDallis Ann Miller — HUMMINGBIRD PARTNERS, LLCYu Ying Tang — HUMMINGBIRD PARTNERS, LLCJohn Ferrell Mcsorley — GUIDANCE INVESTMENT ADVISORS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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