COMPASS FINANCIAL GROUP, INC.

DEERFIELD BEACH, Florida·3 registered advisors·CRD# 125186
SEC# 801-619410954-481-2607
01

Firm Overview

AUM
$376M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPASS FINANCIAL GROUP, INC.

3 registered advisors
Blair Charles Shein
DEERFIELD BEACH, Florida
Jay Lesing Shein
DEERFIELD BEACH, Florida
Val Shein
DEERFIELD BEACH, Florida
05

Office Locations

DEERFIELD BEACH, Florida
3 advisors

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Data sourced from SEC Form ADV filings. COMPASS FINANCIAL GROUP, INC. (CRD# 125186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.