Updated:
KOMPASS FINANCIAL ADVISORS, INC.
Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm that guides individuals and small businesses.
Overview
Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm that guides individuals and small businesses. Independence gives them flexibility to customize planning with an objective viewpoint. They use a hands-on, consultative approach to help clients plan their futures.
General information
Firm type
Asset Manager
Principals
Josh Taylor
CFP, CLU, President
Sector focus
Frequently asked questions
Who runs investment decisions at KOMPASS FINANCIAL ADVISORS, INC.?
The principals responsible for investment decisions are not publicly identified. Corporate filings and public databases do not list named executives, directors, or investment committee members.
What investment strategy does KOMPASS FINANCIAL ADVISORS, INC. employ?
No investment strategy, asset allocation target, or portfolio construction philosophy has been disclosed in publicly available records.
Has the firm disclosed a specific AUM or capital base?
No. The firm has not published AUM, committed capital, or any other financial metric. Barron's, Pensions & Investments, and other industry rankers do not list the firm.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: