Compass Rose Advisors, Inc.
Compass Rose Advisors, Inc. (CRD# 135954) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,980,631 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$1,664,515
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Timothy Heller (CRD# 2432614) is an Investment Advisor Representative working at Compass Rose Advisors, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.