Compass Ion Advisors, LLC

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.5B
92% of AUM
Avg account
$424K
Accounts
3,745
Employees
24
Advisory reps
17

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
166418
Registered since
August 30, 2013
Website
compass-ionadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI71.97%
  • Individuals19.56%
  • Pension & Profit Sharing Plans8.47%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Compass Ion Advisors, LLC is an independent, SEC-registered registered investment adviser (registered with the SEC in 2013) that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of fee arrangements, including percentage-of-AUM, hourly, and fixed fees. Its service mix extends beyond portfolio management to financial planning, pension consulting and the selection of outside advisers. Compass Ion also conducts broker-dealer registered representative activity and insurance brokerage, and lists accountant affiliations among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 21%, US Government Bonds 1%, Cash & Cash Equivalents 1%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds21%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Michael Dogum

    Michael Dogum

    Chief Financial OfficerCRD 5636150

Contacts

3 of 16
  • Glen Gangewer

    Glen Gangewer

    Financial AdvisorCRD 5207959

  • Evan Hewitt

    Evan Hewitt

    Director of OperationsCRD 6924104

  • Matthew Mcdaniel

    Matthew Mcdaniel

    AdvisorCRD 6726877

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 171

Active vs passive

$1B in ETFs

Passive

67%

$699M

Active

21%

$341M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$191M516,28718.36%
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Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
300 Conshohocken State Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth