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Matthew Kane

Compass Ion Advisors, LLC

300 Conshohocken State Rd #230

Conshohocken, PA 19428
(610) 7834263

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About Compass Ion Advisors, LLC

Wealth Management Services that include Financial planning for individuals and families, Endowment and Foundation Consulting, Investment strategy and portfolio management, and Legacy planning.

General Information

Firm Start Year

2008

No.of Employees

10-19

CRD#

2397223

Firm CRD#

43814

Qualifications & Membership

Securities Licenses

Series 7, Series 65, Series 63