Compass Rose Advisors, Inc.

Compass Rose Advisors, Inc. (CRD# 135954) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,607,757 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Compass Rose Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Timothy S. Heller
CRD#: 2432614
101 The Embarcadero, Suite 111, San Francisco, CA 94105

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.

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