Overview
Assets Under Management: $104 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 26
Average Client Assets: $2.0 million
Frequently Asked Questions
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286628), COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT is headquartered in PORTSMOUTH, NH.
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT serves 26 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT manages $104 million in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.43%
Average Client Assets: $2.0 million
Total Client Accounts: 602
Discretionary Accounts: 589
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 286628
Filing ID: 1738328
Last Filing Date: 2023-03-29 15:10:00