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).
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Total Assets Under Management75MILLION
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Total Number of Accounts393ACCOUNTS
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Average Account Value$190,563
- 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, 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.