Frederick
Mowery
Compass Financial Management LLC
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About this Advisor
Frederick Mowery is a financial advisor working in Allen, Texas with a total of 2 years of relevant experience. Mowery is on the advisory team at Compass Financial Management LLC. Over the course of their career, Mowery has held roles at Mowery Capital Management LLC and Worth Financial Group Inc. Mowery holds a Series 63 license, which qualifies them as a securities broker, and can operate in Texas. Compass Financial Management LLC is an advisory firm operating out of Tampa, FL. The company has offices in eight locations and a total of 16 financial advisors. It has $264 million in assets between its 1,294 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,294 customer accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Compass Financial Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$263,643,489
16
1,294
$203,743
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Frederick Mowery Work History
Frederick has been registered as a financial advisor for 2 years.*
Mowery Capital Management LLC
Worth Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frederick Mowery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Management LLC
Minneapolis, MN
Lutz, FL
Jacksonville, FL
Oxford, CT
Tampa, FL
New York, NY
Oxford, CT
Allen, TX
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