COMPASS FINANCIAL PLANNING, LLC

COMPASS FINANCIAL PLANNING, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 283585).

Registration

• CRD: 283585
• SEC file number: 801-112726
• Type: Registered investment adviser
• Location: 1075 COURT ST.,, SUITE 206, SAN LUIS OBISPO, CA, 93401
• Phone: (805) 888-1597
• Latest filing: 2021-03-12
• Clients: 1

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 283585 on SEC IAPD (source of record)
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