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COMPASS ION ADVISORS, LLC
CRD 166418 · SEC 801-78503
300 CONSHOHOCKEN STATE ROAD, SUITE 230, CONSHOHOCKEN, PA, 19428, United States
Phone
(610) 228-2200
Fax
(610) 783-4275
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.59B
Discretionary AUM
$1.45B
Team
24 total employees; 15 advisory reps; 11 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 844 | $310.3M |
| High net worth individuals | 333 | $1.14B |
| Pension/profit sharing plans | 27 | $134.4M |
States served
AZ, CA, DE, GA, ME, MD, MA, MI, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD