COMPASS INVESTMENTS LLC

PITTSBURGH, Pennsylvania·3 registered advisors·CRD# 141323
SEC# 801-671144570-916-2208
01

Firm Overview

AUM
$76M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPASS INVESTMENTS LLC

3 registered advisors
Julia Constance Reed
WILLIAMSPORT, Pennsylvania
Olivia Sue Knecht
PITTSBURGH, Pennsylvania
Ryan Christopher Oakes
PITTSBURGH, Pennsylvania
05

Office Locations

PITTSBURGH, Pennsylvania
2 advisors
WILLIAMSPORT, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. COMPASS INVESTMENTS LLC (CRD# 141323) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.