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.
View Top Employees from Compass Ion Advisors| Website | http://www.ionadv.com |
| Revenue | $5 million |
| Employees | 18 (15 on RocketReach) |
| Founded | 1994 |
| Address | 300 Conshohocken State Rd, Conshohocken, Pennsylvania 19428, US |
| Phone | (610) 228-2200 |
| Fax | (610) 783-4275 |
| Industry | Investment Management, Finance General, Financial Planning, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Compass Ion Advisors Questions
The Compass Ion Advisors annual revenue was $5 million in 2024.
George Limbach is the Senior Vice President of Compass Ion Advisors.
15 people are employed at Compass Ion Advisors.
Compass Ion Advisors is based in Conshohocken, Pennsylvania.
The NAICS codes for Compass Ion Advisors are [52, 52393, 5239, 523].
The SIC codes for Compass Ion Advisors are [62, 628].
Top Compass Ion Advisors Employees
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5+5
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31
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ViewJim Baird
Chairman, Founding Principal at Compass Ion Advisors
Conshohocken, Pennsylvania, United States31 -
13
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5+4
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12
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21
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