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COMPASS ION ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#166418
SEC#801-78503
Assets Managed by Firm$1,089,630,152
No. of Clients3277
No. of Advisors20

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 ClientsAUM
Firm Total3277$1,089,630,152
Individuals (other than high net worth individuals)796$235,982,384
High net worth individuals260$768,375,304
Pension and profit sharing plans15$85,272,464

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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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