Compass Ion Advisors Information

View Top Employees from Compass Ion Advisors

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

Website	http://www.ionadv.com
Revenue	$5 million
Employees	25 (18 on RocketReach)
Founded	1994
Address	300 Conshohocken State Rd, Conshohocken, Pennsylvania 19428, US
Phone	+1 973-394-0404
Industry	Investment Management, Finance General, Financial Planning, Finance
Keywords	Wealth Management, Investment Advisory, Investment Management, Financial Planning, Portfolio Management, Financial Strategies, Retirement Planning, Family Office Services, Financial Consulting, Wealth Preservation, Long-Term Financial Planning, Estate Planning, Risk Management, Legacy Planning, Business Succession, Tax Planning, Multigenerational Planning, Philanthropic Advisory, Insurance Planning, Charitable Giving
Competitors	Bain & Company, McKinsey & Company, Boston Consulting Group (BCG), Oliver Wyman, Kearney, Deloitte, Accenture, EY, PwC, FTI Consulting +36 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies

Compass Ion Advisors Questions

What is the annual revenue of Compass Ion Advisors?

The Compass Ion Advisors annual revenue was $5 million in 2026.

Who is the President | Principal of Compass Ion Advisors?

Matthew Kane is the President | Principal of Compass Ion Advisors.

How many people are employed at Compass Ion Advisors?

18 people are employed at Compass Ion Advisors.

Where is Compass Ion Advisors based?

Compass Ion Advisors is based in Conshohocken, Pennsylvania.

What is the NAICS code for Compass Ion Advisors?

The NAICS codes for Compass Ion Advisors are [523, 5239, 52, 52393].

What is the SIC code for Compass Ion Advisors?

The SIC codes for Compass Ion Advisors are [628, 62].

Top Compass Ion Advisors Employees

Matthew Kane

President | Principal at Compass Ion Advisors

Conshohocken, PA, US
2
- ionadv.com
- compass-ionadvisors.com
5+
- +1 610-783-XXXX
- +1 717-755-XXXX
- +1 610-783-XXXX
- +1 866-807-XXXX
- +1 610-428-XXXX
- +1 610-212-XXXX
George Limbach

Senior Vice President at Compass Ion Advisors

Conshohocken, PA, US
3
- ionadv.com
- par-recycleworks.org
- compass-ionadvisors.com
5+
- +1 610-664-XXXX
- +1 610-783-XXXX
- +1 610-306-XXXX
- +1 610-783-XXXX
- +1 215-450-XXXX
- +1 812-568-XXXX
Josh Manifold

Financial Advisor - Senior Vice President at Compass Ion Advisors

Philadelphia, PA, US
2
- ionadv.com
- gmail.com
3
- +1 610-228-XXXX
- +1 484-888-XXXX
- +1 410-980-XXXX
Jim Baird

Founding Principal at Compass Ion Advisors

Conshohocken, PA, US
3
- ionadv.com
- gmail.com
- compass-ionadvisors.com
5+
- +1 608-526-XXXX
- +1 610-324-XXXX
- +1 608-797-XXXX
- +1 423-871-XXXX
- +1 682-248-XXXX
- +1 610-834-XXXX
Mark Manning

Financial Advisor at Compass Ion Advisors

Chadds Ford, PA, US
2
- comcast.net
- ionadv.com
5+
- +1 607-731-XXXX
- +1 610-388-XXXX
- +1 941-927-XXXX
- +1 610-388-XXXX
- +1 951-244-XXXX
- +1 302-428-XXXX
Ryan Donovan

Financial Advisor at Compass Ion Advisors

Philadelphia, PA, US
4
- hotmail.com
- comcast.net
- aol.com
- ionadv.com
3
- +1 215-431-XXXX
- +1 570-573-XXXX
- +1 570-739-XXXX
Michael Briglia

Financial Consultant at Compass Ion Advisors

Philadelphia, PA, US
2
- ionadv.com
- comcast.net
5+
- +1 610-453-XXXX
- +1 610-771-XXXX
- +1 610-578-XXXX
- +1 610-764-XXXX
- +1 610-238-XXXX
- +1 610-935-XXXX
Avery Burns

Client Service Representative at Compass Ion Advisors

Wilmington, DE, US
2
- ionadv.com
- compass-ionadvisors.com
Benjamin Mowenn

Financial Advisor at Compass Ion Advisors

Philadelphia, PA, US
2
- gmail.com
- ionadv.com
2
- +1 267-893-XXXX
- +1 800-215-XXXX
Carol Gangewer

Administrative Manager at Compass Ion Advisors

Philadelphia, PA, US
3
- ionadv.com
- verizon.net
- compass-ionadvisors.com
5
- +1 337-304-XXXX
- +1 215-287-XXXX
- +1 678-355-XXXX
- +1 610-783-XXXX
- +1 215-860-XXXX