Frederick
Mowery
Compass Financial Management LLC
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About this Advisor
Frederick Mowery is a financial advisor based in Allen, Texas, working with Compass Financial Management LLC. Frederick has previously held positions at Mowery Capital Management LLC and Worth Financial Group Inc. Frederick has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Frederick is part of Compass Financial Management LLC, which operates out of Allen, Texas. The firm has 7 offices and 20 employees. The firm manages assets totaling $409.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Compass Financial Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$409,358,130
20
1,131
$361,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Frederick Mowery Work History
Mowery Capital Management LLC
Worth Financial Group Inc
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.
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