COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT

COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT of PALM SPRINGS, CA is an SEC-registered investment adviser (CRD 144566).

Registration

• CRD: 144566
• Type: Registered investment adviser
• Location: 333 NORTH PALM CANYON DRIVE, PALM SPRINGS, CA, 92262
• Phone: 760-322-5200
• Latest filing: 2026-03-16
• Clients: 2

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144566 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search