SEC Form ADV · CIK 1621100

COMPASS ION ADVISORS, LLC

Firm profile: Compass Ion Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA
$1.6B
Assets Under Management
11
Total Clients
24
Employees
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Registration Details

CIK
1621100
Accession
crd-166418
Location
CONSHOHOCKEN, PA
Filing Date
September 3, 2026
AUM
$1.6B
Total Clients
11
Institutional Clients
27
Employees
24
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

COMPASS ION ADVISORS, LLC is a registered investment adviser headquartered in CONSHOHOCKEN, PA, managing approximately $1.6B in assets across 11 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.