Compass Rose Private Investment Management, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 150 individual clients. With a track record of success, they currently manage a robust portfolio of assets valued at over $104,030,000. Offering personalized financial solutions, Compass Rose specializes in managing employer 401Ks and individual investments, boasting extensive expertise in this sector.
With two offices, Compass Rose Private Investment Management is strategically positioned to cater to their clients' needs effectively. The firm prides itself on its discretionary asset management approach, a...
See more
Loading...
Assets Under Mgmt
$104.03M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.