Compass Ion Advisors, LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 166418
- Registered since
- August 30, 2013
- Website
- compass-ionadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.97%
- Individuals19.56%
- Pension & Profit Sharing Plans8.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Compass Ion Advisors, LLC is an independent, SEC‑registered RIA formed in 2013 and owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients and acts as a capital allocator, sourcing and placing assets with third‑party managers. Its advisory offerings cover financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. In addition to advisory work, the firm operates as a registered representative of a broker‑dealer and as an insurance broker, and it lists an accounting affiliation. Its fee model includes percentage‑of‑AUM billing alongside hourly and fixed‑fee arrangements. Compass Ion does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds21%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Michael Dogum
Chief Financial OfficerCRD 5636150
Contacts
3 of 16
Glen Gangewer
Financial AdvisorCRD 5207959
Evan Hewitt
Director of OperationsCRD 6924104
Matthew Mcdaniel
AdvisorCRD 6726877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 171Active vs passive
$1B in ETFs
67%
$699M
21%
$341M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $191M | 516,287 | 18.36% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 300 Conshohocken State Rd
- Time zone
- ET (UTC-5)
- Office locations
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