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COMPASS ION ADVISORS, LLC

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

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COMPASS ION ADVISORS, LLC

COMPASS ION ADVISORS, LLC is a Conshohocken, Pennsylvania based financial advisory firm with nearly $1,089,630,152 in assets under management and provides investment advisory services for 3277 clients. There are currently 20 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

166418

SEC#:

801-78503

No. of Clients:

3277

Assets under Management

$1,089,630,152

No. of Advisors:

20

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