Compass Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

8940 Fourwinds Dr Ste 311, Windcrest, Te...

Phone Number

(210) 783-0042

Revenue

<$5 Million

Industry

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

About Compass Financial Group

Compass Financial Group is a comprehensive financial services firm specialized in aiding federal employees in San Antonio with their retirement planning. As the only FedImpact-educated advisory in the area, they possess a deep understanding of federal benefits and the unique challenges faced by federal workers. The company offers tailored retirement solutions and a structured 4-Step Course to Retirement that empowers clients to navigate their federal benefits confidently. Their services include investment management, legacy planning, and retirement strategies, ensuring clients feel prepared and secure as they approach retirement.Explore more
Compass Financial Group's Social MediaPopular SearchesCompass Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Group Org Chart

PhoneEmail
JL
United States flag for contact location.

Office Administrator

PhoneEmail
BD
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Financial Group

<$5M
1-10
Private
-
-
JL
Janae LickertOffice Administrator
$9.6M
11-50
Private
<$5M
2011
KA
Kyle AllynVice President
$7.2M
11-50
Private
-
-
$5.5M
11-50
Private
-
2014
N/A
<$5M
1-10
Private
<$5M
2001
TW
Todd WootenFounder & President
<$5M
1-10
Private
-
2007
Nancy Bartolameolli, President & Chief Executive Officer at Woodcrest Financial Group
Nancy BartolameolliPresident & CEO
Illustration of an envelope

Company Profile Activity

i

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

A closer look at the technologies used by Compass Financial Group

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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.compassfinancialsa.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: Legacy Wealth Designers, Steinhandler Wealth Advisors, Woodcrest Financial Group, Hoffman Financial Group
What technology does Compass Financial Group use?
Some of the popular technologies that Compass Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
How do I contact Compass Financial Group?
Compass Financial Group contact info: Phone number: (210) 783-0042 Website: www.compassfinancialsa.com
What does Compass Financial Group do?

Compass Financial Group is a comprehensive financial services firm specialized in aiding federal employees in San Antonio with their retirement planning. As the only FedImpact-educated advisory in the area, they possess a deep understanding of federal benefits and the unique challenges faced by federal workers. The company offers tailored retiremen... t solutions and a structured 4-Step Course to Retirement that empowers clients to navigate their federal benefits confidently. Their services include investment management, legacy planning, and retirement strategies, ensuring clients feel prepared and secure as they approach retirement.Read More

What are Compass Financial Group social media links?
Compass Financial Group Linkedin page Compass Financial Group Twitter page
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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