Compass Financial Advisors
Financial Services • 
Fort Wayne, Indiana, United States • 11-20 Employees
Company overview
| Headquarters | 9933 Dupont Circle Dr W, Ste 100, Fort Wayne, Indiana 46825, US |
| Phone number | +12194767100 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contact at Compass Financial Advisors
John Lauer
Ceo
Compass Financial Advisors Email Formats
Compass Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@compassadvisor.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@compassadvisor.com | 75% |
{last name}{last name} | doedoe@compassadvisor.com | 25% |
About Compass Financial Advisors
At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services. A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another. Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus. Our independence means we are not wed to proprietary products or platforms. Our goal is to deliver customized wealth management strategies to fit the needs of each client. Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services. Specialized. Our goal is to provide customized, sophisticated and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations. Accessible. We believe communication is key to the success of any relationship. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals. Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport IA 52807 (563)326-2064. Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/ operated and are separate entities.
Compass Financial Advisors revenue & valuation
| Annual revenue | $21,300,000 |
| Revenue per employee | $1,179,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $67,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Compass Financial Advisors has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
Compass Financial Advisors has never raised funding before.
Compass Financial Advisors Tech Stack
Discover the technologies and tools that power Compass Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
India
Australia
Belgium
Frequently asked questions
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