Compass Financial Group, Inc., headquartered in Deerfield Beach, FL, is a reputable investment advisory firm catering to a diverse clientele. With over 50 individual clients, they diligently manage a staggering $347,234,000 in assets. While 401K and individual accounts constitute less than 30% of their portfolio, the firm possesses the expertise to handle employer funds, making them a versatile asset manager. Notably, Compass Financial Group, Inc. exclusively manages discretionary assets, reflecting their clients' trust in their judgment and decision-making capabilities. The majority of their assets under management belong to hig...