Compass Financial Advisors

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

9933 Dupont Circle Dr W Ste 100, Fort Wa...

Phone Number

(260) 490-7878

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Compass Financial Advisors

Compass Financial Advisors provides a range of financial services aimed at helping individuals and businesses grow and protect their wealth. Their offerings include retirement planning, investment strategies, estate planning, and insurance solutions tailored to meet the unique financial challenges of their clients. The firm focuses on serving Main Street rather than Wall Street, emphasizing personalized financial guidance. Their target clients include individuals at various life stages, businesses, and families looking to secure their financial future.Explore more
Compass Financial Advisors's Social MediaPopular SearchesCompass Financial Advisors LLCCompass Financial AdvisorsCompass Financial Advisors - LLCCompass Financial CorpWooden AccountingSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Advisors Org Chart

PhoneEmail
CS
United States flag for contact location.

Chairman and Chief Financial Officer

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PhoneEmail
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CM
United States flag for contact location.

Financial Advisor

PhoneEmail
JW
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Founder & Financial Advisor

PhoneEmail
JB
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Investment Advisor & Representative

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Compare Similar Companies to Compass Financial Advisors

Compare insights from companies similar to Compass Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Financial Advisor...

<$5M
11-50
Private
-
1994
CS
Charles SmithChairman and Chief Financial Officer
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Compass Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Compass Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Financial Advisors.

Compass Financial Advisors Tech Stack

A closer look at the technologies used by Compass Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding Compass Financial Advisors

What is Compass Financial Advisors's official website?
Compass Financial Advisors's official website is www.compassadvisor.com
What is Compass Financial Advisors's Revenue?
Compass Financial Advisors's revenue is <$5 Million
What is Compass Financial Advisors's SIC code?
Compass Financial Advisors's SIC: 62,628
What is Compass Financial Advisors's NAICS code?
Compass Financial Advisors's NAICS: 52,523
How many employees does Compass Financial Advisors have?
Compass Financial Advisors has 11-50 employees
What industry does Compass Financial Advisors belong to?
Compass Financial Advisors is in the industry of: Finance, Securities Trading
What is Compass Financial Advisors competition?
Compass Financial Advisors top competitors include: Stratos Wealth Advisors, Murphy Wealth Management, FRS Capital Management, Van Reed Wealth Management
What technology does Compass Financial Advisors use?
Some of the popular technologies that Compass Financial Advisors uses are: Cloudflare Website Optimization, Proofpoint, Smarsh, Datadog
Who is the CFO of Compass Financial Advisors?
Compass Financial Advisors's CFO is Charles Smith
How do I contact Compass Financial Advisors?
Compass Financial Advisors contact info: Phone number: (260) 490-7878 Website: www.compassadvisor.com
What does Compass Financial Advisors do?

Compass Financial Advisors provides a range of financial services aimed at helping individuals and businesses grow and protect their wealth. Their offerings include retirement planning, investment strategies, estate planning, and insurance solutions tailored to meet the unique financial challenges of their clients. The firm focuses on serving Main... Street rather than Wall Street, emphasizing personalized financial guidance. Their target clients include individuals at various life stages, businesses, and families looking to secure their financial future.Read More

What are Compass Financial Advisors social media links?
Compass Financial Advisors Linkedin page Compass Financial Advisors Twitter page Compass Financial Advisors Facebook page
Is Compass Financial Advisors a public company?
Compass Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Compass Financial Advisors

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