Compass Rose Advisors, Inc.
Compass Rose Advisors, Inc. (CRD# 135954) is a financial advisory firm headquartered in San Francisco, CA. They manage $18,807,986 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Compass Rose Advisors, Inc.
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$3,134,664
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Compass Rose Advisors, Inc.
1
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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