Tech stack
No one at Compass Financial Advisors LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Pershing
Per Form ADV · $177M held · filed Mar 2024
L
Lincoln Financial Advisors Corporation
Per Form ADV · $30M held · filed Mar 2024