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COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT

COMPASS ROSE FINANCIAL PLANNING, INC.

CRD 144566

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333 NORTH PALM CANYON DRIVE, SUITE 112A, PALM SPRINGS, CA, 92262, United States

Phone

760-322-5200

Fax

760-459-1970

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD