AdvisorOS Directory
Claim Profile
GJ

Gregory R Johnson

COMPASS FINANCIAL GROUP, INC.·DUBLIN, Ohio
Unclaimed Profile
6277 RIVERSIDE DRIVE, DUBLIN, OH 43017CRD# 5178491Firm CRD# 130867
01

About

Gregory R Johnson is a registered financial advisor based in DUBLIN, Ohio, affiliated with COMPASS FINANCIAL GROUP, INC.. 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
03

Firm Overview

Firm
COMPASS FINANCIAL GROUP, INC.
COMPASS FINANCIAL GROUP, INC.
AUM
$115M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COMPASS FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5178491
Firm CRD# 130867
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DUBLIN?

Browse all registered financial advisors in DUBLIN, Ohio or claim this profile if it's yours.

Browse DUBLIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregory R Johnson offer?
Gregory R Johnson specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Gregory R Johnson's credentials?
Gregory R Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory R Johnson located?
Gregory R Johnson is based in DUBLIN, Ohio, working with COMPASS FINANCIAL GROUP, INC.. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Gregory R Johnson charge for services?
Gregory R Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS FINANCIAL GROUP, INC.?
COMPASS FINANCIAL GROUP, INC. has approximately 4 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DUBLIN
Richard Donald Nadler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCBruce Edward Mckibben — MEEDER ADVISORY SERVICES, INCJanine Jennifer Keeler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCMark Shary — TAMARIND HILL INVESTMENT MANAGEMENT, LLCAndrew Paul Keeler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile