SEC Form ADV · CIK 1720292

COMPASS ADVISORS

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

Registered Investment AdviserNY
$767.5M
Assets Under Management
7
Employees
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Registration Details

CIK
1720292
Accession
crd-288256
Location
MELVILLE, NY
Filing Date
September 24, 2026
AUM
$767.5M
Institutional Clients
161
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

COMPASS ADVISORS is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $767.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.