COMPASS ION ADVISORS, LLC
Tel: (610) 228-2200 300 Conshohocken State Road Suite 230 Conshohocken, Pennsylvania 19428
About 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
Firm CRD#:
166418
Firm SEC#:
801-78503
Assets Under Management:
$1,089,630,152
No. of Clients:
3277
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
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