Financial Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2422 W Sunset Dr, Tampa, Florida, 33629,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
1
1

About Financial Management

Compass Financial Management, LLC is a SEC Registered Investment Advisory firm that specializes in wealth management and financial planning services. They cater to clients at any net worth or life stage, providing personalized guidance to help achieve financial independence. The firm emphasizes a true fiduciary commitment, ensuring that their advice is always in the best interest of their clients, free from conflicts of interest. Their comprehensive services include investment strategies, 401(k) advisory, and proactive protection against financial pitfalls.Explore more
Popular SearchesFinancial Management LLCCompass Financial Management LLCCompass Financial ManagementSIC Code 62,628NAICS Code 52,523Show more

Financial Management Org Chart

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JM
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Managing Director

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MF
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Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Management

<$5M
11-50
Private
-
-
JM
Joshua MarkowskiManaging Director
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2000
CM
Christopher MarkowskiFounder & President
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Financial Management Tech Stack

A closer look at the technologies used by Financial Management

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Frequently Asked Questions Regarding Financial Management

What is Financial Management's official website?
Financial Management's official website is www.compassfmllc.com
What is Financial Management's Revenue?
Financial Management's revenue is <$5 Million
What is Financial Management's SIC code?
Financial Management's SIC: 62,628
What is Financial Management's NAICS code?
Financial Management's NAICS: 52,523
How many employees does Financial Management have?
Financial Management has 11-50 employees
What industry does Financial Management belong to?
Financial Management is in the industry of: Finance, Securities Trading
What is Financial Management competition?
Financial Management top competitors include: Burnette Financial Planning, Van Nostrand Wealth Management, Markowski Investments, VISTA Wealth Strategies
What technology does Financial Management use?
Some of the popular technologies that Financial Management uses are: WordPress.org, PHP, Google Universal Analytics, HubSpot
What does Financial Management do?

Compass Financial Management, LLC is a SEC Registered Investment Advisory firm that specializes in wealth management and financial planning services. They cater to clients at any net worth or life stage, providing personalized guidance to help achieve financial independence. The firm emphasizes a true fiduciary commitment, ensuring that their advic... e is always in the best interest of their clients, free from conflicts of interest. Their comprehensive services include investment strategies, 401(k) advisory, and proactive protection against financial pitfalls.Read More

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

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