COMPASS ION ADVISORS, LLC - Financial Advisor in Pennsylvania, Conshohocken

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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