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COMPASS FINANCIAL SERVICES, INC.
CRD 336559
108 CAMBRIDGE PLAZA DRIVE, SUITE B, WINSTON-SALEM, NC, 27104, United States
Phone
336-768-5111
Fax
336-245-4310
Registration
— (—)
Source
State registered
Total AUM
$24.9M
Discretionary AUM
$24.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $8.8M |
| High net worth individuals | 6 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD