


Compass Financial Group Revenue
Financial Services • United States • 1-10 Employees
Compass Financial Group revenue & valuation
| Annual revenue | $7,860,787 |
| Revenue per employee | $874,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $25,200,000 |
| Total funding | No funding |
Key Contacts at Compass Financial Group
Jennifer Albert
Client Relationship Manager & Operations Director
Doug Daniels
Owner
Chris A.
Founder
Company overview
| Headquarters | United States |
| Phone number | +19378985010 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Wealth Management, Retirement Planning, Life Insurance, Estate Planning, Investment Management, Philanthropy, College Funding, Charitable Giving, Life Planning |
| Employees | 1-10 |
| Socials |
Compass Financial Group Email Formats
Compass Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@compassfg.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@compassfg.com | 75% |
{first name}{last name} | johndoe@compassfg.com | 25% |
About Compass Financial Group
Compass Financial Group, an independent financial planning and investment management firm, helps people pursue their personal and charitable passions by giving them confidence and peace of mind about their financial future. We believe in building wealth with a purpose, and we help our clients do that by providing objective, comprehensive financial and investment advice through all of life's transitions, positioning them to achieve success in a way that fits with their values.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compass Financial Group has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
Compass Financial Group has never raised funding before.
Compass Financial Group Tech Stack
Discover the technologies and tools that power Compass Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Analytics
Frequently asked questions
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