COMPASS ION ADVISORS, LLC

300 Conshohocken State Road
Suite 230
Conshohocken, Pennsylvania 19428
Tel: (610) 228-2200

About COMPASS ION ADVISORS, LLC

COMPASS ION ADVISORS, LLC, formally registered with the SEC as COMPASS ION ADVISORS, LLC. The firm was established in 08/30/2013. They have over 17 offices throughout the country.

COMPASS ION ADVISORS, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $1,089,630,152 assets under management, offering retirement planning & investment advisory services to 3277 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166418
SEC#	801-78503
Assets Managed by Firm	$1,089,630,152
No. of Clients	3277
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3277	$1,089,630,152
Individuals (other than high net worth individuals)	796	$235,982,384
High net worth individuals	260	$768,375,304
Pension and profit sharing plans	15	$85,272,464

More Retirement Planning firms in Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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