Compass Ion Advisors, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.5B

92% of AUM

Avg account

$424K

Accounts

3,745

Employees

Advisory reps

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

FINTRX

Overview

Compass Ion Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2013) and describes itself as a capital allocator serving 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. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, and it lists an accountant among its industry affiliations. Compass Ion uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — and reports being an allocator to external managers. The firm does not identify as an active ESG investor.