Compass Investments LLC
Compass Investments LLC (CRD# 141323) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $76,417,043 in 412 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management76MILLION
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Total Number of Accounts412ACCOUNTS
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Average Account Value$185,478
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, ID, MA, MD, NC, NE, NH, NY, OH, OR, PA, PR, RI, TX, VA
Dennis Criteser (CRD# 3263353) is an Investment Advisor Representative working at Compass Investments LLC in Pittsburgh, PA and has over 24 years of experience in the finance industry.
Glen Rolofson (CRD# 1852457) is an Investment Advisor Representative working at Compass Investments LLC in Pittsburgh, PA and has over 35 years of experience in the finance industry.
Pegler Swift (CRD# 5220428) is an Investment Advisor Representative working at Compass Investments LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry.
Olivia Knecht (CRD# 7339512) is an Investment Advisor Representative working at Compass Investments LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry.