# COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT

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

## Registration

- CRD: 144566
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144566/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144566/similar
- Related entities: https://search.stillhousedata.com/firm/144566/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144566

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.