Compass Rose Financial Planning & Investment Management

Compass Rose Financial Planning & Investment Management (CRD# 144566) is a financial advisory firm headquartered in Palm Springs, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
333 North Palm Canyon Drive, Suite 112a, Palm Springs, CA 92262
https://www.facebook.com/compass-rose-financial-planning-investment-management-175677005817963
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Compass Rose Financial Planning & Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert Machado, financial advisor Palm Springs CA
Robert T. Machado
CRD#: 4935167
333 North Palm Canyon Drive, Suite 112a, Palm Springs, CA 92262

Robert Machado (CRD# 4935167) is an Investment Advisor Representative working at Compass Rose Financial Planning & Investment Management in Palm Springs, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals