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Building 2COMPASS ION ADVISORS, LLC

Map pinCONSHOHOCKEN, PA
Phone(610) 228-2200
NotebookSEC #801-78503
Total AUM
$1.6B
Employees
24
Clients
1,204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
300 CONSHOHOCKEN STATE ROAD
SUITE 230
CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(610) 228-2200
Other Offices
16

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,745
Discretionary
$1.5B
Accounts
3,718
Non-Discretionary
$134.4M
Accounts
27

ContactClients

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Individual Clients
844
AUM
$310.3M
HNW Individual Clients
333
AUM
$1.1B
Pension/Profit Sharing Plan Clients
27
AUM
$134.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCADEFLGAMAMDMEMINCNHNJNYOHORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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