Compass Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1654 Palomino Ln, Escondido, California,...Website
www.cfinllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
1
1
About Compass Financial
Compass Financial, LLC is a personalized wealth management company founded by Scott Smith, who manages each account with a high level of detail and individual attention. The firm offers tailored investment services for both individuals and businesses, including 401K management, corporate investment accounts, and education savings plans. Scott's approach focuses on individual equities and exchange-traded funds, aiming to align portfolios with clients' financial goals and risk tolerance. With over a decade of experience, Compass Financial is dedicated to guiding clients towards financial success and achieving their investment objectives.Explore more
Compass Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Company Profile Activity
Activity Insights
Compass Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Compass Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Financial.
Compass Financial Tech Stack
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Frequently Asked Questions Regarding Compass Financial
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Compass Financial, LLC is a personalized wealth management company founded by Scott Smith, who manages each account with a high level of detail and individual attention. The firm offers tailored investment services for both individuals and businesses, including 401K management, corporate investment accounts, and education savings plans. Scott's app... Read More
