$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
21 yrs Firm Age
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- Custodian
- Lincoln Financial ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2005
- Office Locations
- 1
Office Locations
6500 South Quebec Street Suite 300 Englewood CO
About Kompass Financial Advisors, Inc.
Kompass Financial Advisors is an independent RIA and insurance agency serving individuals and small businesses from Nebraska and across multiple states. The firm uses a hands-on, consultative planning approach that blends insurance and investment planning/portfolio management, with portfolios that may include diversified allocations using ETFs and mutual funds. Custody is reported through SEI.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$194.1K AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
JOSHUA D TAYLOR
Chief Compliance Officer, President
- CRD
- #2292620
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,930,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,930,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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