Advertisement
Screener

COMPASS FINANCIAL MANAGEMENT LLC Info

COMPASS FINANCIAL MANAGEMENT LLC info

COMPASS FINANCIAL MANAGEMENT LLC (SEC CIK 2148724) first filed with the SEC on 2026-08-12 (Form 13F-HR) and has filed 1 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in FL and registered at 2422 W. SUNSET DRIVE, TAMPA, FL, 33629.

  • Name: Value COMPASS FINANCIAL MANAGEMENT LLC.
  • SEC CIK: Value 2148724.
  • State of organization: Value FL.
  • Business address: Value 2422 W. SUNSET DRIVE, TAMPA, FL, 33629.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameCOMPASS FINANCIAL MANAGEMENT LLC
SEC CIK2148724
State of organizationFL
Business address2422 W. SUNSET DRIVE, TAMPA, FL, 33629
Mailing address2422 W. SUNSET DRIVE, TAMPA, FL, 33629
Phone8135976400
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-08-12 (Form 13F-HR)
Latest SEC filing2026-08-12 (Form 13F-HR)
Filings on EDGAR1
First Form 13F-HR2026-08-12 (quarter ended 2026-06-30)
Latest Form 13F-HR2026-08-12 (quarter ended 2026-06-30)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-08-12

Filings by Year

YearFilingsForm 13F-HR
202611

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet