COMPASS ION ADVISORS, LLC of CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 166418). Regulatory assets under management: $1.6B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Daniel Kane | PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Joshua Scott Manifold | SENIOR VICE PRESIDENT AND MANAGING MEMBER | — |
| BAIRD JAMES CARL | CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER | — |
| LIMBACH GEORGE JOSEPH | SENIOR VICE PRESIDENT AND MANAGING MEMBER | — |
| MACGRAY DOUGLAS ROBYN | PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | — |
| KANE MATTHEW DANIEL | PRESIDENT AND MANAGING MEMBER; PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| MANIFOLD JOSHUA SCOTT | SENIOR VICE PRESIDENT AND MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |