CRD: 165043
Compass Rose Strategic Partners LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-12-2012
- Office Locations
- 1
Office Locations
About Compass Rose Strategic Partners LLC
Compass Rose Strategic Partners LLC is a women-led advisory firm in Waterford, CT with 45+ years of combined experience. They provide financial and estate planning for families, business owners, and women managing money on their own, with emphasis on retirement income planning and business retirement plans. Investment work centers on portfolio construction using mutual funds and ETFs with ongoing selection and management.
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Asset Classes
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
LYNN THERESA CRAVINHO
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5486266
- Ownership
- 50% but less than 75%
SIMONE M GLADSTONE
Financial Advisor, Managing Member
- CRD
- #1917328
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Travis Gladstone
Client Services Associate
- CRD
- #7886588
Tyler Sebastian Linforth
Client Service and Operations Assistant
- CRD
- #7964999
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,724,563 | -- |
| Non-Discretionary | $50,265,799 | -- |
| Total | $102,990,362 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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