Compass Ion Advisors, LLC

Compass Ion Advisors, LLC (CRD# 166418) is a financial advisory firm headquartered in Conshohocken, PA. They manage $901,001,337 in 1,017 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    901
    MILLION
  • Total Number of Accounts
    1,017
    ACCOUNTS
  • Average Account Value
    $885,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Compass Ion Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
James C. Baird
CRD#: 847959
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

James Baird (CRD# 847959) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 38 years of experience in the finance industry.

2
Carol S. Gangewer
CRD#: 1418375
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

Carol Gangewer (CRD# 1418375) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 27 years of experience in the finance industry.

3
Matthew D. Kane
CRD#: 2397223
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

Matthew Kane (CRD# 2397223) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 14 years of experience in the finance industry.

4
Richard J. Liburdi
CRD#: 1103964
Estero, FL

Richard Liburdi (CRD# 1103964) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Estero, FL and has over 37 years of experience in the finance industry.

5
George J. Limbach
CRD#: 1908368
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

George Limbach (CRD# 1908368) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 21 years of experience in the finance industry.

6
Joshua S. Manifold
CRD#: 4628376
1997 Annapolis Exchange Blvd, Suite 300, Annapolis, MD 21401

Joshua Manifold (CRD# 4628376) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Annapolis, MD and has over 16 years of experience in the finance industry.

7
Luke Porter
CRD#: 6059485
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

Luke Porter (CRD# 6059485) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 8 years of experience in the finance industry. Luke Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Gregory H. Reif
CRD#: 5640058
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

Gregory Reif (CRD# 5640058) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 12 years of experience in the finance industry. Gregory Reif has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Daniel H. Soderberg
CRD#: 2402870
300 Four Falls Corporate Center, Suite 230, 300 Conshohocken State Road, Conshohocken, PA 19428

Daniel Soderberg (CRD# 2402870) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 13 years of experience in the finance industry.

10
Glen E. Gangewer
CRD#: 5207959
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428

Glen Gangewer (CRD# 5207959) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has 1 year of experience in the finance industry.

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