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Karen Anne O'donoghue

COMPASS ROSE INVESTMENTS, LLC·PORTSMOUTH, New Hampshire
Clean recordCOMPASS ROSE INVESTMENTS, LLC
110 CHAPEL ST., PORTSMOUTH, NH 03801CRD# 5855773Firm CRD# 286628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Anne O'donoghue · PORTSMOUTH, NH
Registration
CRD #5855773 · COMPASS ROSE INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Anne O'donoghue is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with COMPASS ROSE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPASS ROSE INVESTMENTS, LLC
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT
AUM
$104M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COMPASS ROSE INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5855773
Firm CRD# 286628
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Anne O'donoghue offer?
Karen Anne O'donoghue specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Karen Anne O'donoghue's credentials?
Karen Anne O'donoghue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Anne O'donoghue located?
Karen Anne O'donoghue is based in PORTSMOUTH, New Hampshire, working with COMPASS ROSE INVESTMENTS, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Karen Anne O'donoghue charge for services?
Karen Anne O'donoghue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS ROSE INVESTMENTS, LLC?
COMPASS ROSE INVESTMENTS, LLC has approximately 4 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPASS ROSE INVESTMENTS, LLC

James Michael Odonoghue
PORTSMOUTH, NH

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Research
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