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 investment adviser organized as an LLC and operating since 2013. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is a mix of percentage-of-AUM, hourly, and fixed fees. Compass Ion also conducts broker-dealer and insurance brokerage activities and lists an accounting industry affiliation. The firm is not described 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 330Active vs passive
$2B in ETFs
67%
$1.4B
21%
$670M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $191M | 516,287 | 9.35% |
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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