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INCOMPASS FINANCIAL PARTNERS, LLC
INCOMPASS FINANCIAL PARTNERS, LLC
MARIETTA, Georgia
·
1 registered advisor
·
CRD# 318227
SEC# 801-123067
0
770-971-9141
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at INCOMPASS FINANCIAL PARTNERS, LLC
1 registered advisor
Trevor John Yochum
MARIETTA, Georgia
CRD# 6362279
05
Office Locations
MARIETTA, Georgia
1 advisor
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Data sourced from SEC Form ADV filings. INCOMPASS FINANCIAL PARTNERS, LLC (CRD# 318227) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.