Compass Investment Advisors

Building Confidence Through Guidance

General Information
Company Name
Compass Investment Advisors
Founded Year
2009
Location (Offices)
Dover, United States +3
Founders / Decision Makers
Number of Employees
5
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Compass Investment Advisors - Company Profile

Compass Investment Advisors is an independent financial planning and investment management firm with a mission to be a positive and meaningful force in their clients' life journey. Founded in 2009, the company is committed to delivering first-class planning advice, a risk-managed investment process, and the highest level of client service in the Finance and Financial Services sectors. Their slogan, "Building Confidence Through Guidance," reflects their dedication to providing sound financial guidance. The firm offers Securities and Advisory services through LPL Financial, a registered investment advisor, and is a member of SIPC (sipc.org). However, they are limited to discussing and/or transacting business only with residents of the states in which they are properly registered or licensed. Notably, the company cautions that third-party posts found on their profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Recent investment information and details about investors and headquarters are not available at this time. However, based on their strong commitment to client service and robust risk-managed investment processes, Compass Investment Advisors presents an intriguing opportunity for potential investors or partners in the financial services sector.

Taxonomy: financial planning, investment management, client service, independent financial advisory, securities, advisory services, registered investment advisor, risk-managed investment process, financial professionals, financial advising, advisor services, investment advisory

Funding Rounds & Investors of Compass Investment Advisors (0)

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There is no investment information

Latest News of Compass Investment Advisors

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No recent news or press coverage available for Compass Investment Advisors.

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