COMPASS FINANCIAL MANAGEMENT LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 156345). Regulatory assets under management: $893.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Matthew Markowski | DIRECTOR/CCO/MANAGING MEMBER | — |
| Michael John Markowski | DIRECTOR/MANAGING MEMBER | — |
| Christopher Markowski | DIRECTOR/MANAGING MEMBER | — |
| KLEIBER ROBERT CHRISTMAN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MARKOWSKI MATTHEW | DIRECTOR/CCO/MANAGING MEMBER | — |
| MARKOWSKI MICHAEL JOHN | DIRECTOR/MANAGING MEMBER | — |
| MARKOWSKI CHRISTOPHER | DIRECTOR/MANAGING MEMBER | — |
| KOLBER ALYSSA MELANIE | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| GRACEFFO JILL KAREN | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |