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Building 2COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT

Map pinPORTSMOUTH, NH
Phone603-319-8211
NotebookSEC #801-118174
Total AUM
$104M
Employees
4
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 CHAPEL ST.
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
603-319-8211
Other Offices
1

ReceiptFinancials

Total AUM
$104M
Accounts
602
Discretionary
$100M
Accounts
589
Non-Discretionary
$4.1M
Accounts
13

ContactClients

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Individual Clients
152
AUM
$50.8M
HNW Individual Clients
26
AUM
$52.5M
Charitable Organization Clients
1
AUM
$103.5K
Corporation or Business Clients
1
AUM
$716.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMENH

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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