COMPASS FINANCIAL SERVICES, INC.
Legal name: COMPASS FINANCIAL SERVICES
CRD #109441 SEC #801-118466 WEST DES MOINES, IA 515-327-1020
SEC Registered
Total AUM
$333.7M
Discretionary
$333.7M
Employees
11
Clients
51
Accounts
1,806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $333.7M | $333.7M | $0 | 11 | 29 |
| Feb 2025 | $333.7M | $333.7M | $0 | 11 | 29 |
| Apr 2024 | $288.2M | $288.2M | $0 | 12 | 51 |
| Feb 2024 | $288.2M | $288.2M | $0 | 12 | 51 |
| Oct 2023 | $254.5M | $254.5M | $0 | 12 | 63 |
| Oct 2023 | $254.5M | $254.5M | $0 | 12 | 63 |
| Mar 2023 | $254.5M | $254.5M | $0 | 12 | 63 |
| Jan 2023 | $254.5M | $254.5M | $0 | 12 | 63 |
| Oct 2022 | $275.3M | $275.3M | $0 | 11 | 10 |
| Oct 2022 | $275.3M | $275.3M | $0 | 11 | 10 |
| Sep 2022 | $275.3M | $275.3M | $0 | 11 | 10 |
| May 2022 | $275.3M | $275.3M | $0 | 11 | 10 |
| Mar 2022 | $275.3M | $275.3M | $0 | 11 | 10 |
| Aug 2021 | $229.7M | $229.7M | $0 | 10 | 10 |
| Feb 2021 | $229.7M | $229.7M | $0 | 10 | 10 |
| Jun 2020 | $181M | $181M | $0 | 11 | 10 |
| Mar 2020 | $181M | $181M | $0 | 11 | 10 |
DateOct 2025
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees11
Clients29
DateFeb 2025
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees11
Clients29
DateApr 2024
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients51
DateFeb 2024
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients51
DateOct 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees12
Clients63
DateOct 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees12
Clients63
DateMar 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees12
Clients63
DateJan 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees12
Clients63
DateOct 2022
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees11
Clients10
DateOct 2022
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees11
Clients10
DateSep 2022
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees11
Clients10
DateMay 2022
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees11
Clients10
DateMar 2022
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees11
Clients10
DateAug 2021
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees10
Clients10
DateFeb 2021
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees10
Clients10
DateJun 2020
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees11
Clients10
DateMar 2020
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees11
Clients10