Allocator Index · CRD 109441
COMPASS FINANCIAL SERVICES
West Des Moines, IA · 515-327-1020 · linkedin.com/company/compassfinancialservices
Fit score
50
- aum $250M-$3.0B+22
- hnw>=200+20
- employees 3-60+8
HNW clients
317
Other individuals
788
HNW assets
$265.3M
Total AUM
$407.4M
Employees
12
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.