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Olivia Sue Knecht

Compass Investments LLC

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About Olivia Sue Knecht

Olivia Sue Knecht is an Investment Advisor Representative associated with Compass Investments LLC in Pittsburgh, Pennsylvania. Olivia has been in the industry since February 2021 and is registered with the state of Pennsylvania. Olivia has a Series 65 license and specializes in financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Olivia Knecht is currently registered with Compass Investments LLC. Compass Investments LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $76.4 million in assets for 412 clients. They also provide selection of other advisors services.
Compass Investments LLC

2681 SIDNEY STREET

PITTSBURGH, PA 15203

$76.42M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Olivia Knecht’s Registration & Firm History

PA

03/08/2021 - Present

Compass Investments LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 03/08/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olivia Sue Knecht.
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