Company Email Format Management

Compass Ion Advisors

Investment Management Conshohocken, Pennsylvania, United States 25 employees

Employees: 25
Contacts: 3
Emails: 3
Phones: 2

compass-ionadvisors.com LinkedIn

Compass Ion Advisors Overview

Headquarters: Conshohocken, Pennsylvania, United States
Phone Number: Available in AeroLeads
Website: compass-ionadvisors.com
Industry: Investment Management
Employees: 25
Founded: 1994
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Financial Planning Investment Management Wealth Management Succession Planning Institutional Consulting Endowment Management Investment Policy Advisory Services Comprehensive Financial Planning Retirement Planning College Planning Insurance Planning

About Compass Ion Advisors

Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission. Advisory services for families, business owners, & institutions: -Comprehensive financial planning -Investment strategy & portfolio management -Endowment & foundation consulting -Legacy & succession planning Securities offered through Keel Point LLC, member FINRA/SIPC. For relevant disclosures, please visit https://compass-ionadvisors.com/disclosures

Compass Ion Advisors Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

Compass Ion Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jody Voce	Client Services at Compass Ion	Philadelphia, Pennsylvania, United States	Email
Michael J. Briglia, Cfp®, Mba, Cpa/pfs	Guiding Business & Affluent Households	Greater Philadelphia, United States	Email Phone
Jim Baird	Founding Principal at Compass Ion	Conshohocken, Pennsylvania, United States	Email Phone