# Compass Financial Services

Compass Financial Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 336559
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336559

## About

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.

## 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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- [Ivanets Investments LLC](https://altss.com/profile/ivanets-investments-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/compass-financial-services-inc

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