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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-1993
- Office Locations
- 2
Office Locations
About Compass Rose Advisors, Inc.
Compass Rose Financial Planning is an independent, fee-only RIA providing customized financial planning and discretionary investment management for individuals and families (not just the ultra-wealthy). Portfolios are primarily implemented with ETFs, with fixed income/cash used as needed. As a fiduciary, the firm is not tied to product providers; client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Platform
Services
Technology
Owner & Executives
TIMOTHY STERN HELLER
Chief Executive Officer, DIRECTOR, President
- CRD
- #2432614
- Ownership
- 75% or more
ALAINA BRIGETTE DEWIT
Chief Financial Officer
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,285,761 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,285,761 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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