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picture1_Financial Spreadsheet 29418 | Compass Iam 02 22


picture2_Financial Spreadsheet 29418 | Compass Iam 02 22 picture3_Financial Spreadsheet 29418 | Compass Iam 02 22

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File: Financial Spreadsheet 29418 | Compass Iam 02 22
Form CRS Client Relationship Summary February 17, 2022 Item 1. Introduction A. Compass Financial Management LLC is registered with the Securities and Exchange Commission as an investment advisor and we ...

icon picture DOCX Filetype Word DOCX | Posted on 07 Aug 2022 | 2 years ago

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...Form crs client relationship summary february item introduction a compass financial management llc is registered with the securities and exchange commission as an investment advisor we provide advisory services rather than brokerage fees differ it important for retail investor to understand differences this document gives you of types how pay please ask us more information b free simple tools are available research firms professionals at www gov which also provides educational materials about broker dealers advisors investing relationships what advice can me offer retirement plan consulting sponsors non investors monitoring if engage or monitor your portfolio on ongoing basis encourage annual review objectives situation account performance authority buy sell investments in without asking advance called discretionary will give decide limited offerings our not particular type security stocks bonds fixed income mutual funds traded etfs minimums cumulative minimum requirement opening maint...
								

							

						
	
												
				
					
					
					
			
					
				
				
		
	

	
		





	

	
				

						

						
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										Category:  Uncategorized / Uncategorized 
										
Posted on: 07 Aug 2022 | 2 years ago
										
										
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Filetype: DOCX
										
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