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COMPASS ION ADVISORS, LLC
COMPASS ION ADVISORS, LLC
CONSHOHOCKEN, Pennsylvania
·
4 registered advisors
·
CRD# 166418
SEC# 801-78503
16
(610) 228-2200
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMPASS ION ADVISORS, LLC
4 registered advisors
George Joseph Limbach
CONSHOHOCKEN, Pennsylvania
CRD# 1908368
James Carl Baird
CONSHOHOCKEN, Pennsylvania
CRD# 847959
Joshua Scott Manifold
CONSHOHOCKEN, Pennsylvania
CRD# 4628376
Matthew Daniel Kane
CONSHOHOCKEN, Pennsylvania
CRD# 2397223
05
Office Locations
CONSHOHOCKEN, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. COMPASS ION ADVISORS, LLC (CRD# 166418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.