Compass Ion Advisors

Compass Ion Advisors company information, Employees & Contact Information

Updated May 2026

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Compass Ion Advisors is a Investment Management company and founded in 1994. It has approximately 25 employees on record. Contact data was last refreshed in May 2026. Find Compass Ion Advisors's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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

Company Details

Employees
25
Founded
1994
Address
300 Conshohocken State Rd, Conshohocken,pennsylvania 19428,united States
Phone
800-637-3211
Email
cg****@****adv.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
compass-ionadvisors.com
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, Legacy Planing, Fiduciary.
HQ
Conshohocken, Pennsylvania
Competitors
Logic Financial Services Ltd, Rigden Capital Strategies, Keel Point, Pathstone, Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Network, HolographicYou, FDHint, Edwards International LLC, Steginsky Capital LLC, Knoll Run Golf Course.
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