Compass Ion Advisors, LLC

Compass Ion Advisors, LLC (CRD# 166418) is a financial advisory firm headquartered in Conshohocken, PA. They manage $1,089,630,152 in 3,277 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,090
    MILLION
  • Total Number of Accounts
    3,277
    ACCOUNTS
  • Average Account Value
    $332,508
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Compass Ion Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
James C. Baird
CRD#: 847959
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428

James Baird (CRD# 847959) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 41 years of experience in the finance industry.

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

Carol Gangewer (CRD# 1418375) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 31 years of experience in the finance industry.

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

Matthew Kane (CRD# 2397223) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 17 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 40 years of experience in the finance industry.

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

George Limbach (CRD# 1908368) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 25 years of experience in the finance industry.

6
Joshua S. Manifold
CRD#: 4628376
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428

Joshua Manifold (CRD# 4628376) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.

7
Matthew C. McDaniel
CRD#: 6726877
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428

Matthew McDaniel (CRD# 6726877) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 6 years of experience in the finance industry.

8
Luke Porter
CRD#: 6059485
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428

Luke Porter (CRD# 6059485) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry.

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

Daniel Soderberg (CRD# 2402870) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 16 years of experience in the finance industry.

10
Tyler J. Burns
CRD#: 7293847
Mendenhall Station, 330 Kennett Pike Suite 209, Chadds Ford, PA 19317

Tyler Burns (CRD# 7293847) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Chadds Ford, PA and has over 2 years of experience in the finance industry.

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