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 16 offices throughout the country.

COMPASS ION ADVISORS, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $767,057,712 assets under management, offering retirement planning & investment advisory services to 2765 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166418
SEC#	801-78503
Assets Managed by Firm	$767,057,712
No. of Clients	2765
No. of Advisors	15

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2765	$767,057,712
Individuals (other than high net worth individuals)	733	$217,452,921
High net worth individuals	175	$490,662,601
Pension and profit sharing plans	11	$58,942,190

Inquire with COMPASS ION ADVISORS, LLC

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	$6,649,219,111,273	208	675
HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428	$856,992,911,981	330	586
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$420,303,833,453	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$337,512,332,679	151	201
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$299,191,714,649	634470	2124

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