COMPASS FINANCIAL GROUP, INC.
CRD #130867 SEC #801-130710 DUBLIN, OH 614-791-0093
SEC Registered
Total AUM
$128.4M
Discretionary
$128.4M
Employees
4
Clients
0
Accounts
151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $128.4M | $128.4M | $0 | 4 | 0 |
| Sep 2024 | $114.8M | $114.8M | $0 | 4 | 0 |
| Jun 2024 | $114.8M | $114.8M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees4
Clients0