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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Financial Services Inc
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| CRD # | 109441 |
| SEC # | 801-118466 |
| CIK # | 0002039088 |
| AUM | $333.7 M (2025-02-13) |
| Employees | 11 (55% Investors, 55% Brokers) |
| Phone | 515-327-1020 |
| Address | 4801 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002039088 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caseys General Stores Inc | 2.1 | ||
| Apple Inc | 1.3 | ||
| Microsoft Corp | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 783 | 129.4 |
| (b) Individuals (high net worth individuals) | 278 | 200.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,806 | 333.7 |
| By Discretionary | ||
| Discretionary | 1,806 | 333.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,806 | 333.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.7 | |
| Total | 1,806 | 333.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002039088] |
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