COMPASS FINANCIAL GROUP, INC. of DEERFIELD BEACH, FL is an SEC-registered investment adviser (CRD 125186). Regulatory assets under management: $429.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Jay Lesing Shein | VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | — |
| Blair Charles Shein | PRESIDENT / CEO / CCO; PRESIDENT / CEO / CCO/TREASURER | — |
| Val Shein | SECRETARY/TREASURER | — |
| SHEIN JAY LESING | PRESIDENT/CEO; VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | — |
| SHEIN BLAIR CHARLES | PRESIDENT / CEO / CCO; VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SHEIN VAL | SECRETARY/TREASURER | — |
| Leslie Kay Shein | VICE PRESIDENT / SECRETARY | — |