COMPASS FINANCIAL GROUP, INC.

DUBLIN, Ohio·2 registered advisors·CRD# 130867
SEC# 801-1307100614-791-0093
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
4
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 GROUP, INC.

2 registered advisors
Gregory R Johnson
DUBLIN, Ohio
Mark Alan Menges
DUBLIN, Ohio
05

Office Locations

DUBLIN, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. COMPASS FINANCIAL GROUP, INC. (CRD# 130867) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.