COMPASS ION ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,586,830,325
Discretionary
$1,452,383,330
Non-discretionary
$134,446,995
Firm details
- CRD number
- 166418
- SEC file number
- 801-78503
- Main office
- CONSHOHOCKEN, PA, United States
- Employees
- 24
- SEC status
- Approved
- Website
- http://www.ionadv.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.