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Compass Ion Advisors, LLC

● SEC registered since 2013CRD 166418SEC# 801-78503Conshohocken, PA
Export (members)
Reg. AUM
$1.33B
Employees
23
Accounts
3,547
Location
Conshohocken, PA

Compass Ion Advisors, LLC assets under management

Compass Ion Advisors, LLC operates as an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 2013. It reports $1.3 billion in regulatory assets under management and employs 23 people.
www.ionadv.comView on SEC.gov ↗

Compass Ion Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Scott Manifold ControlSenior Vice President And Managing Member25-50%2015
Matthew Daniel Kane ControlPresident, Principal And Chief Compliance Officer50-75%2008

Frequently asked questions

How much does Compass Ion Advisors, LLC manage?

Compass Ion Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Compass Ion Advisors, LLC have?

Compass Ion Advisors, LLC reports 23 employees.

Where is Compass Ion Advisors, LLC located?

Compass Ion Advisors, LLC is based in Conshohocken, PA and has been SEC-registered since 2013.

Does Compass Ion Advisors, LLC disclose fund performance?

Compass Ion Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428
Phone(610) 228-2200
Fax(610) 783-4275
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1621100
Discloses disciplinary historyYes

Assets under management

Discretionary$1.22B
Non-discretionary$104.9M
Total (RAUM)$1.33B