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Compass Ion Advisors Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Compass Ion Advisors is an investment management advisory firm based in Conshohocken, Pennsylvania. It serves families, business owners, and institutions with guidance on financial planning and investment strategy. The firm provides portfolio management, endowment and foundation consulting, and legacy and succession planning, with services designed to help clients align resources with important goals and support organizational missions.

The organization operates as a small to midsize firm in the investment management industry. Securities are offered through Keel Point LLC, a member of FINRA and SIPC.

Find Compass Ion Advisors employees' phone numbers or email addresses

Compass Ion Advisors Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

Asia
1

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  • Malaysia
    1

Europe
1

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  • Netherlands
    1

Compass Ion Advisors's Leadership

  • Train The Trainer & Developer at Compass Ion Advisors
    S. R.
    Train The Trainer & Developer
    Mobile Phone
  • Associate Advisor at Compass Ion Advisors
    T. B.
    Associate Advisor
    Mobile Phone

Compass Ion Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Other

Contact profiles from Compass Ion Advisors

Name
Title
Contact
Location
Last Update
  • Train The Trainer & Developer at Compass Ion Advisors
    S. R.
    Train The Trainer & Developer
    Mobile Phone
    Netherlands, South Holland
    Sep 04, 2026
  • Associate Advisor at Compass Ion Advisors
    T. B.
    Associate Advisor
    Mobile Phone
    Feb 19, 2026

Frequently Asked Questions

What is Compass Ion Advisors known for?

Minus sign iconPlus sign iconCompass Ion Advisors was founded in 1994 and operates in the Investment Management industry. You can contact Compass Ion Advisors's main corporate office by phone at
+1-610-783-****
. Explore Compass Ion Advisors's company overview page for more information.

What is Compass Ion Advisors's most common email format?

Minus sign iconPlus sign iconCompass Ion Advisors employees' email format typically follows the pattern of FLast@compass-ionadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Compass Ion Advisors email formats with LeadIQ.

How many employees does Compass Ion Advisors have currently?

Minus sign iconPlus sign iconCompass Ion Advisors has approximately 27 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Compass Ion Advisors's key employees and leadership?

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As of August 2026, Compass Ion Advisors's key employees include:

  • Train The Trainer & Developer: S. R.
  • Associate Advisor: T. B.

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