SEC Form ADV · CIK 1621100

COMPASS ION ADVISORS, LLC

Registered Investment AdviserPA
$1.6B
Assets Under Management
3,745
Total Clients
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Registration Details

CIK
1621100
Accession
CRD-166418
Location
CONSHOHOCKEN, PA
Filing Date
March 24, 2026
AUM
$1.6B
Total Clients
3,745
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

COMPASS ION ADVISORS, LLC is a registered investment adviser headquartered in CONSHOHOCKEN, PA, managing approximately $1.6B in assets across 3,745 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.