COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Firm details
- Headquarters
- PALM SPRINGS, California
- CRD number
- 144566
- Website
- compassrosefp.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compass Rose Financial Planning & Investment Management is a small, corporate advisory practice focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an individual-owner model and charges clients on a percentage-of-assets-under-management basis. Its public profile indicates limited geographic reach and no designation as an ESG, pension consulting, or multi-state advisory specialist. Services center on personalized planning and portfolio construction rather than institutional or large-scale capital allocation.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MICHAEL CRICK
Operations ManagerCRD 7226837
ROBERT MACHADO
Owner / Financial PlannerCRD 4935167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM SPRINGS, CA
RIVERSIDE
Location
PALM SPRINGS, CA
Headquartered in PALM SPRINGS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 333 N Palm Canyon Dr
- Time zone
- PT (UTC-8)
- Office locations
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