Compass Ion Advisors, LLC
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
FINTRXOverview
Compass Ion Advisors, LLC is an independent, SEC‑registered advisory firm formed in 2013 that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its client fee arrangements include percentage‑of‑AUM, hourly and fixed fees. Compass Ion also conducts broker‑dealer registered rep and insurance broker activities and maintains an industry affiliation with an accountant. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds21%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Michael Dogum
Chief Financial OfficerCRD 5636150
Contacts
3 of 16
Michael Briglia
Financial ConsultantCRD 6052098
Evan Hewitt
Director of OperationsCRD 6924104
Richard Liburdi
Vice PresidentCRD 1103964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 171Active vs passive
$1B in ETFs
67%
$699M
21%
$341M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $191M | 516,287 | 18.36% |
Location
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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