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).
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Total Assets Under Management1,090MILLION
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Total Number of Accounts3,277ACCOUNTS
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Average Account Value$332,508
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.