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Desert Financial Planning
Desert Financial Planning is an SEC-registered investment adviser in Palm Desert, CA. The firm manages approximately $8 million in regulatory assets.
Desert Financial Planning
Desert Financial Planning is an SEC-registered investment adviser in Palm Desert, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Desert Financial Planning?
No principal names or roles for Desert Financial Planning are publicly available. The firm's leadership structure has not been disclosed in regulatory filings, press coverage, or professional networking sites.
What is Desert Financial Planning's investment strategy?
Desert Financial Planning's investment strategy is not publicly documented. The firm's name implies a focus on financial planning, but specific asset class preferences, stage targeting, and deal structures are unknown.
Does Desert Financial Planning participate in fund commitments or direct deals?
No information exists on Desert Financial Planning's involvement in fund commitments, direct investments, or co-investments. Public records do not indicate any portfolio holdings or investment partnerships.
Where is Desert Financial Planning located?
The firm's headquarters location is not disclosed in available public sources. The name suggests a Southwestern US presence, but no city or state has been confirmed.
Is Desert Financial Planning a single-family office or multi-family office?
Desert Financial Planning is categorized as an RIA, not a family office. No evidence suggests it operates as a single-family or multi-family office structure.
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.
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