Updated:
Compass Rose Financial Planning & Investment Management
Compass Rose Financial Planning & Investment Management is a state-registered investment adviser in Palm Springs, CA. It has 2 employees and 1 investment...
Compass Rose Financial Planning & Investment Management
Compass Rose Financial Planning & Investment Management is a state-registered investment adviser in Palm Springs, CA. It has 2 employees and 1 investment adviser. The firm is based in Palm Springs.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What is Compass Rose Financial Planning & Investment Management?
Compass Rose Financial Planning & Investment Management is a multi family office tracked on Altss.
What does Altss track for Compass Rose Financial Planning & Investment Management?
Altss maintains an OSINT-verified profile of Compass Rose Financial Planning & Investment Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Compass Rose Financial Planning & Investment Management?
Compass Rose Financial Planning & Investment Management is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Compass Rose Financial Planning & Investment Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Compass Rose Financial Planning & Investment Management's Altss profile last updated?
Compass Rose Financial Planning & Investment Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: