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INCOMPASS FINANCIAL PARTNERS, LLC

Investment AdviceMARIETTA, GA

Assets Under Management

$164.2M

Total AUM

Donut chart: Discretionary 164.2M
Category	Value
Discretionary	164.2M

Adviser Information

Field	Value
CRD Number	318227
SEC Number	801-123067
Street Address	4994 LOWER ROSWELL ROAD
Street Address 2	SUITE 4
Location	MARIETTA, GA 30068
Country	United States
Phone	770-971-9141
Fax	770-971-4224
Total Employees	7

Client Count by Type (330 Total)

Horizontal bar chart: Individuals (other than H… 260, High Net Worth Individual… 59, Pension/Profit Sharing Pl… 6, Charitable Organizations 5
Category	Value
Individuals (other than H…	260
High Net Worth Individual…	59
Pension/Profit Sharing Pl…	6
Charitable Organizations	5

Incompass Financial Partners, Llc, GA — Investment Adviser | BuildTrust