Compass Ion Advisors is an investment advisor in Conshohocken with $767.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263205926
SEC advisor number
801-78503
FINRA CRD number
166418
AUM ?
$1.09 bn
(as of 22 Apr 24)
Accounts
3,277
(as of 22 Apr 24)
Employees
20
(13 investment advisory or research)
Address
Compass Ion Advisors
300 CONSHOHOCKEN STATE ROAD
SUITE 230
CONSHOHOCKEN
PA 19428
300 CONSHOHOCKEN STATE ROAD
SUITE 230
CONSHOHOCKEN
PA 19428
Phone
877-799-6830
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Feb 22