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Compass Financial Services
Compass Financial Services, Inc. is a state-registered investment adviser in Winston-Salem, NC. The firm manages approximately $25 million in regulatory...
Overview
Compass Financial Services, Inc. is a state-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
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.
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.
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