COMPASS FINANCIAL ADVISORY SERVICES, LLC

ORMOND BEACH, Florida·2 registered advisors·CRD# 316843
SEC# 801-1230370888-673-5191
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPASS FINANCIAL ADVISORY SERVICES, LLC

2 registered advisors
Tara Ashley Sanders
ORMOND BEACH, Florida
Thomas Clyde Massebeau
ORMOND BEACH, Florida
05

Office Locations

ORMOND BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. COMPASS FINANCIAL ADVISORY SERVICES, LLC (CRD# 316843) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.