Compass Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

665 SE 10th St Ste 202, Deerfield Beach,...

Phone Number

(954) 481-2607

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About Compass Financial Group

Compass Financial Group, Inc. is an independent wealth management, financial planning and investment advisory firm located in Deerfield Beach, FL. Compass was founded in 1961 and specializes in integrated financial advice for the company's high net worth clients. While many things have changed over the past 50 years since the firm inception in 1961, the firm's focus on achieving excellence on behalf of the company's clients has never wavered. The company's services are also extended to trusts, estates, charitable organizations, pensions and profit sharing plans, corporations, and other business entities. The company is committed to educating the company's clients on the company's overall wealth management strategies which can lead to prudent and meaningful financial solutions. The services the company offers are delivered through the company's disciplined approach that focuses on achieving your long term goals. The company offers the company's clients a detailed process to identify, quRead more
Popular SearchesCompass Financial Group IncCompass Financial GroupCompass Investment AdvisorsCompas Financial Group LLCCompass Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Financial Group

<$5M
1-10
Private
-
1961
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Compass Financial Group Tech Stack

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Frequently Asked Questions Regarding Compass Financial Group

What is Compass Financial Group's official website?
Compass Financial Group's official website is www.compassfinancialgroup.com
What is Compass Financial Group's Revenue?
Compass Financial Group's revenue is <$5 Million
What is Compass Financial Group's SIC code?
Compass Financial Group's SIC: 62,628
What is Compass Financial Group's NAICS code?
Compass Financial Group's NAICS: 52,523
How many employees does Compass Financial Group have?
Compass Financial Group has 1-10 employees
What industry does Compass Financial Group belong to?
Compass Financial Group is in the industry of: Finance, Securities Trading
What is Compass Financial Group competition?
Compass Financial Group top competitors include: Selkirk Wealth Advisors, Stockade Wealth Management, Focus Financial Network, Goodrich and Associates
What technology does Compass Financial Group use?
Some of the popular technologies that Compass Financial Group uses are: Drupal, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Compass Financial Group?
Compass Financial Group contact info: Phone number: (954) 481-2607 Website: www.compassfinancialgroup.com
What does Compass Financial Group do?

Compass Financial Group, Inc. is an independent wealth management, financial planning and investment advisory firm located in Deerfield Beach, FL. Compass was founded in 1961 and specializes in integrated financial advice for the company's high net worth clients. While many things have changed over the past 50 years since the firm inception in 1961... , the firm's focus on achieving excellence on behalf of the company's clients has never wavered. The company's services are also extended to trusts, estates, charitable organizations, pensions and profit sharing plans, corporations, and other business entities. The company is committed to educating the company's clients on the company's overall wealth management strategies which can lead to prudent and meaningful financial solutions. The services the company offers are delivered through the company's disciplined approach that focuses on achieving your long term goals. The company offers the company's clients a detailed process to identify, qualify and quantify your objectives while consistently monitoring and evaluating the overall results. The company makes it the company's goal to help you achieve yours.Read More

Is Compass Financial Group a public company?
Compass Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Compass Financial Group

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