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).

Current Firm Details
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428
https://www.facebook.com/compassionadvisors
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 11 - 12 of 12 top financial advisors.
11
Glen Gangewer, financial advisor Conshohocken PA
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 over 4 years of experience in the finance industry.

12
Evan Hewitt, financial advisor Conshohocken PA
Evan J. Hewitt
CRD#: 6924104
300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428

Evan Hewitt (CRD# 6924104) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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