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Mark Alan Menges

COMPASS FINANCIAL GROUP, INC.·DUBLIN, Ohio
Unclaimed Profile
6277 RIVERSIDE DRIVE, DUBLIN, OH 43017CRD# 2875507Firm CRD# 130867
01

About

Mark Alan Menges 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# 2875507
Firm CRD# 130867
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Alan Menges offer?
Mark Alan Menges specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Mark Alan Menges's credentials?
Mark Alan Menges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Menges located?
Mark Alan Menges 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 Mark Alan Menges charge for services?
Mark Alan Menges'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.
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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
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