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COMPASS ROSE ADVISORS, INC.
CRD 135954
536 BELVEDERE STREET, SAN FRANCISCO, CA, 94117, United States
Phone
415-495-5200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.3M
Discretionary AUM
$23.3M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $23.0M |
Official SEC filing: View on IAPD