# Compass Ion Advisors

Compass Ion Advisors is a Bank / Wealth / Trust based in Conshohocken, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Conshohocken, United States
- **Region:** North America
- **Address:** Conshohocken, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** compass-ionadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/compass-ion-advisors-llc

## Regulatory record

- **CRD number:** 166418
- **SEC file number:** 801-78503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166418

## About

Compass Ion Advisors was established in 2008 as a US-based wealth manager and registered investment adviser. The firm delivers investment advisory services, financial planning, investment strategy, and portfolio management. Clients include individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and trusts. No dated operational events from the last 24 months are recorded. No additional offices or team size figures are available.

## Questions

### Who runs investment decisions at Compass Ion Advisors?

No named principals or CIO are disclosed in available records.

### What services does Compass Ion Advisors provide?

The firm offers investment advisory services, financial planning, investment strategy, and portfolio management.

### Which client types does Compass Ion Advisors serve?

Clients include individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and trusts.

## Related profiles

- [Compass Group Pension Plan](https://altss.com/profile/compass-group-pension-plan)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/compass-ion-advisors

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