COMPASS FINANCIAL CONSULTING, LLC
CRD #119100 SEC #801-62830 ATLANTA, GA 770-563-8895
SEC Registered
Total AUM
$231M
Discretionary
$223.1M
Employees
6
Clients
101
Accounts
749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $231M | $223.1M | $7.8M | 6 | 200 |
| Feb 2016 | $207.1M | $204.8M | $2.3M | 6 | 200 |
| Feb 2015 | $213.2M | $210.9M | $2.3M | 6 | 200 |
| Sep 2014 | $203.6M | $189.5M | $14.1M | 6 | 200 |
| Mar 2014 | $203.6M | $189.5M | $14.1M | 6 | 200 |
| Oct 2013 | $181.3M | $172.1M | $9.3M | 6 | 200 |
| Aug 2013 | $181.3M | $172.1M | $9.3M | 6 | 200 |
| Jul 2013 | $181.3M | $172.1M | $9.3M | 6 | 200 |
| Feb 2013 | $181.3M | $172.1M | $9.3M | 6 | 200 |
| Feb 2013 | $181.3M | $172.1M | $9.3M | 6 | 200 |
| Dec 2012 | $164.1M | $155.5M | $8.6M | 5 | 150 |
| Mar 2012 | $164.1M | $155.5M | $8.6M | 1 | 150 |
| Feb 2012 | $164.1M | $155.5M | $8.6M | 1 | 150 |
| Mar 2011 | $142.8M | $142.8M | $0 | 5 | -- |
| Feb 2011 | $138.1M | $138.1M | $0 | 5 | -- |
| Dec 2010 | $138.1M | $138.1M | $0 | 5 | -- |
| Nov 2010 | $138.1M | $138.1M | $0 | 5 | -- |
| Jan 2010 | $138.1M | $138.1M | $0 | 5 | -- |
| Jan 2008 | $111.8M | $111.8M | $0 | 5 | -- |
| Feb 2007 | $89.6M | $89.6M | $0 | 5 | -- |
| Feb 2006 | $75M | $75M | $0 | 5 | -- |
| Dec 2005 | $61M | $61M | $0 | 5 | -- |
| Feb 2005 | $61M | $61M | $0 | 5 | -- |
DateMar 2017
Total AUM$231M
Discretionary$223.1M
Non-Disc.$7.8M
Employees6
Clients200
DateFeb 2016
Total AUM$207.1M
Discretionary$204.8M
Non-Disc.$2.3M
Employees6
Clients200
DateFeb 2015
Total AUM$213.2M
Discretionary$210.9M
Non-Disc.$2.3M
Employees6
Clients200
DateSep 2014
Total AUM$203.6M
Discretionary$189.5M
Non-Disc.$14.1M
Employees6
Clients200
DateMar 2014
Total AUM$203.6M
Discretionary$189.5M
Non-Disc.$14.1M
Employees6
Clients200
DateOct 2013
Total AUM$181.3M
Discretionary$172.1M
Non-Disc.$9.3M
Employees6
Clients200
DateAug 2013
Total AUM$181.3M
Discretionary$172.1M
Non-Disc.$9.3M
Employees6
Clients200
DateJul 2013
Total AUM$181.3M
Discretionary$172.1M
Non-Disc.$9.3M
Employees6
Clients200
DateFeb 2013
Total AUM$181.3M
Discretionary$172.1M
Non-Disc.$9.3M
Employees6
Clients200
DateFeb 2013
Total AUM$181.3M
Discretionary$172.1M
Non-Disc.$9.3M
Employees6
Clients200
DateDec 2012
Total AUM$164.1M
Discretionary$155.5M
Non-Disc.$8.6M
Employees5
Clients150
DateMar 2012
Total AUM$164.1M
Discretionary$155.5M
Non-Disc.$8.6M
Employees1
Clients150
DateFeb 2012
Total AUM$164.1M
Discretionary$155.5M
Non-Disc.$8.6M
Employees1
Clients150
DateMar 2011
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$89.6M
Discretionary$89.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--