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COMPASS ROSE STRATEGIC PARTNERS LLC
CRD 165043
426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385, United States
Phone
860-437-7600
Fax
860-437-7200
Registration
— (—)
Source
State registered
Total AUM
$103.0M
Discretionary AUM
$52.7M
Team
6 total employees; 4 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $18.1M |
| High net worth individuals | 68 | $84.8M |
| Corporations/business entities | 2 | $6K |
All web addresses on file
Official SEC filing: View on IAPD