Compass ION Advisors LLC
Legal Name: COMPASS ION ADVISORS, LLC
Full Contact Details
Compass ION Advisors LLC
300 FOUR FALLS CORPORATE CENTER, SUITE 230, 300 CONSHOHOCKEN STATE ROAD, CONSHOHOCKEN, PA
610-228-2200
610-783-4275
Other Info
Compass ION Advisors LLC, operating as a PA Limited Liability Company, is an advisory firm with 19 employees, all of whom operate in advisory roles. The firm currently serves 4 clients and its SEC (U.S. Securities and Exchange Commission) status is listed as Approved on August 30, 2013.
Direct Owners
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DOUGLAS ROBYN MACGRAY
PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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GEORGE JOSEPH LIMBACH
SENIOR VICE PRESIDENT AND MANAGING MEMBER owns more than 25% but less than 50%
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JOSHUA SCOTT MANIFOLD
SENIOR VICE PRESIDENT AND MANAGING MEMBER owns more than 10% but less than 25%
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MATTHEW DANIEL KANE
PRESIDENT AND MANAGING MEMBER owns more than 25% but less than 50%