# Compass Rose Financial Planning & Investment Management

Compass Rose Financial Planning & Investment Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/compass-rose-financial-planning

## Regulatory record

- **CRD number:** 144566
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144566

## About

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.

## Sectors

- Financial Planning
- Investment Management

## Related profiles

- [Kohlberg Kravis Roberts & Co. L.P.](https://altss.com/profile/kohlberg-kravis-roberts-and-co-lp)
- [Davis & Wehrle](https://altss.com/profile/davis-and-wehrle-llc)

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Last updated: 2026-07-06T01:24:14.474Z

Canonical page: https://altss.com/profile/compass-rose-financial-planning-and-investment-management

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