COMPASS FINANCIAL MANAGEMENT LLC

TAMPA, Florida·5 registered advisors·CRD# 156345
SEC# 801-1181857813-831-5168
01

Firm Overview

AUM
$409M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at COMPASS FINANCIAL MANAGEMENT LLC

5 registered advisors
Christopher Markowski
TAMPA, Florida
Jill Karen Graceffo
PARSIPPANY, New Jersey
Matthew Markowski
TAMPA, Florida
Michael John Markowski
TAMPA, Florida
Robert Christman Kleiber
PARSIPPANY, New Jersey
05

Office Locations

TAMPA, Florida
3 advisors
PARSIPPANY, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. COMPASS FINANCIAL MANAGEMENT LLC (CRD# 156345) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.