Updated:
Compass Financial Services
Compass Financial Services, Inc. is an SEC-registered investment adviser in Winston-Salem, NC. The firm manages approximately $25 million in regulatory assets.
Compass Financial Services
Compass Financial Services, Inc. is an SEC-registered investment adviser in Winston-Salem, NC. The firm manages approximately $25 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who leads Compass Financial Services?
No named principals or leadership team members are publicly associated with Compass Financial Services, Inc. in accessible sources. The firm may be privately held, and its management structure is not disclosed.
What type of firm is Compass Financial Services?
The firm is registered as a financial services company but does not specify whether it functions as an asset manager, wealth advisor, or another entity. Its public classification does not provide investment or operational details.
Does Compass Financial Services manage external capital?
No information exists in public records about the firm's AUM, client base, or whether it manages capital for third parties. The firm may be an internal entity or a small advisory practice.
Where is Compass Financial Services headquartered?
The firm's physical address and city are not confirmed in accessible sources. Its registration does not specify a primary office location beyond the general business designation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: