COMPASS FINANCIAL ADVISORS LLC

FORT WAYNE, Indiana·14 registered advisors·CRD# 109131
SEC# 801-560023260-490-7878
01

Firm Overview

AUM
$231M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COMPASS FINANCIAL ADVISORS LLC

14 registered advisors
Bruce Allen Patterson
FORT WAYNE, Indiana
Christopher John Swanson
FORT WAYNE, Indiana
Clifford Lee Malings
FORT WAYNE, Indiana
David Eugene Fought
FORT WAYNE, Indiana
David Robert Breuer
FORT WAYNE, Indiana
Diana K Nyman
FORT WAYNE, Indiana
Gregory Allen Taylor
FORT WAYNE, Indiana
James Arthur Riggs
FORT WAYNE, Indiana
James Joseph Bobos
FORT WAYNE, Indiana
Kiley H. Wood
FORT WAYNE, Indiana
Louis Jay Rogers
FORT WAYNE, Indiana
Lynn Ray Fisel
FORT WAYNE, Indiana
Nicolas Adam Chaput
FORT WAYNE, Indiana
Thaddeus Andre Majerek
FORT WAYNE, Indiana
05

Office Locations

FORT WAYNE, Indiana
14 advisors

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Data sourced from SEC Form ADV filings. COMPASS FINANCIAL ADVISORS LLC (CRD# 109131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.