Compass Financial Partners

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

272 E Deerpath Ste 204, Lake Forest, Ill...

Phone Number

(847) 731-3200

Revenue

$7.4 Million

Industry

Finance Securities Trading

About Compass Financial Partners

Compass Financial Partners is a financial services firm based in Lake Forest, IL. They offer a range of financial planning and investment management services tailored to meet the needs of individuals and businesses. Their intended clients include those seeking expert guidance in managing their financial assets and planning for future financial goals. The firm is dedicated to providing personalized solutions to help clients achieve financial success.Explore more
Compass Financial Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Partners Org Chart

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BV
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Private Wealth Advisor & Director, Investment...

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EW
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Director, Client Relations

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BJ
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Director Of Insurance

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GM
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Director, Business Development

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IH
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Financial Services Representative

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Financial Representative

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Private Wealth Advisor

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Compare Similar Companies to Compass Financial Partners

Compare insights from companies similar to Compass Financial Partners, 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 Partner...

$7.4M
11-50
Private
-
1990
BV
Brendan Van EgerenPrivate Wealth Advisor & Director, Investment Operations
$18.6M
11-50
Private
-
2020
JK
Jonathan KristDirector, Financial Planning
$6.4M
51-200
Private
-
-
TC
Thomas CaryDirector, Operations
<$5M
11-50
Private
-
-
TC
Teri ChaneyDirector, Investment Operations
<$5M
11-50
Private
-
-
Jessica Ponder, Chief Operating Officer at Patterson Andrews Wealth Management
Jessica PonderChief Operating Officer
<$5M
11-50
Private
-
-
BF
Brandon FisherCo-Founder & Wealth Management Advisor
<$5M
11-50
Private
-
2008
RM
Ramon MartinezManager, Tax
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Compass Financial Partners Tech Stack

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Frequently Asked Questions Regarding Compass Financial Partners

What is Compass Financial Partners's official website?
Compass Financial Partners's official website is www.compass-fp.com
What is Compass Financial Partners's Revenue?
Compass Financial Partners's revenue is $7.4 Million
What is Compass Financial Partners's SIC code?
Compass Financial Partners's SIC: 62,628
What is Compass Financial Partners's NAICS code?
Compass Financial Partners's NAICS: 52,523
How many employees does Compass Financial Partners have?
Compass Financial Partners has 11-50 employees
What industry does Compass Financial Partners belong to?
Compass Financial Partners is in the industry of: Finance, Securities Trading
What is Compass Financial Partners competition?
Compass Financial Partners top competitors include: Patterson Andrews Wealth Management, The Anderson Financial Group, Physician Financial, PLC Rouse Norton
What technology does Compass Financial Partners use?
Some of the popular technologies that Compass Financial Partners uses are: YouTube, Amazon CloudFront, Amazon S3
How do I contact Compass Financial Partners?
Compass Financial Partners contact info: Phone number: (847) 731-3200 Website: www.compass-fp.com
What does Compass Financial Partners do?

Compass Financial Partners is a financial services firm based in Lake Forest, IL. They offer a range of financial planning and investment management services tailored to meet the needs of individuals and businesses. Their intended clients include those seeking expert guidance in managing their financial assets and planning for future financial goal... s. The firm is dedicated to providing personalized solutions to help clients achieve financial success.Read More

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

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