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COMPASS INVESTMENTS LLC
CRD 141323 · SEC 801-67114
2681 SIDNEY STREET, SUITE 150, PITTSBURGH, PA, 15203, United States
Phone
570-916-2208
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$93.2M
Discretionary AUM
$93.2M
Team
5 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $38.1M |
| High net worth individuals | 26 | $54.6M |
States served
CA, ID, MD, MA, NE, NY, NC, OH, OR, PA, RI, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD