COMPASS FINANCIAL PLANNING, LLC
CRD #283585 SEC #801-112726 SAN LUIS OBISPO, CA (805) 888-1597
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
11
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $97.2M | $3.4M | $93.8M | 1 | 0 |
| Mar 2020 | $97.2M | $3.4M | $93.8M | 1 | 0 |
| Mar 2019 | $102.6M | $2.2M | $100.4M | 1 | 0 |
| Mar 2019 | $102.6M | $2.2M | $100.4M | 1 | 0 |
| Jun 2018 | $112.8M | $1.1M | $111.7M | 1 | 0 |
| Apr 2018 | $112.8M | $1.1M | $111.7M | 1 | 0 |
| Apr 2018 | $112.8M | $1.1M | $111.7M | 1 | 0 |
| Apr 2018 | $112.8M | $1.1M | $111.7M | 1 | 0 |
| Feb 2018 | $112.8M | $1.1M | $111.7M | 1 | 0 |
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$97.2M
Discretionary$3.4M
Non-Disc.$93.8M
Employees1
Clients0
DateMar 2020
Total AUM$97.2M
Discretionary$3.4M
Non-Disc.$93.8M
Employees1
Clients0
DateMar 2019
Total AUM$102.6M
Discretionary$2.2M
Non-Disc.$100.4M
Employees1
Clients0
DateMar 2019
Total AUM$102.6M
Discretionary$2.2M
Non-Disc.$100.4M
Employees1
Clients0
DateJun 2018
Total AUM$112.8M
Discretionary$1.1M
Non-Disc.$111.7M
Employees1
Clients0
DateApr 2018
Total AUM$112.8M
Discretionary$1.1M
Non-Disc.$111.7M
Employees1
Clients0
DateApr 2018
Total AUM$112.8M
Discretionary$1.1M
Non-Disc.$111.7M
Employees1
Clients0
DateApr 2018
Total AUM$112.8M
Discretionary$1.1M
Non-Disc.$111.7M
Employees1
Clients0
DateFeb 2018
Total AUM$112.8M
Discretionary$1.1M
Non-Disc.$111.7M
Employees1
Clients0