Compass Investments LLC

Compass Investments LLC (CRD# 141323) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $74,891,430 in 393 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $190,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, MD, NC, NE, NH, NY, OH, OR, PA, PR, RI, TX, VA

Financial Advisors at Compass Investments LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dennis D. Criteser
CRD#: 3263353
2681 Sidney Street, Suite 150, Pittsburgh, PA 15203

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.

2
Glen E. Rolofson
CRD#: 1852457
2681 Sidney Street, Suite 150, Pittsburgh, PA 15203

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.

3
Pegler J. Swift
CRD#: 5220428
2681 Sidney Street, Suite 150, Pittsburgh, PA 15203

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.

4
Olivia S. Knecht
CRD#: 7339512
2681 Sidney Street, Suite 150, Pittsburgh, PA 15203

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.

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