Compass Ion Advisors, LLC Employee Directory

Q: What is Compass Ion Advisors, LLC known for?

Compass Ion Advisors, LLC was founded in 1994. Compass Ion Advisors, LLC operates in the Investment Management industry.

Q: How many employees does Compass Ion Advisors, LLC have currently?

Compass Ion Advisors, LLC has approximately 24 employees.

Investment ManagementPennsylvania, United States11-50 Employees

Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission.

Advisory services for families, business owners, & institutions:
-Comprehensive financial planning 
-Investment strategy & portfolio management
-Endowment & foundation consulting
-Legacy & succession planning

Securities offered through Keel Point LLC, member FINRA/SIPC.

For relevant disclosures, please visit https://compass-ionadvisors.com/disclosures

Find Compass Ion Advisors, LLC employees' phone numbers or email addresses

Compass Ion Advisors, LLC Global Highlights

North America
42

United States Of America
42

Asia
1

Malaysia
1

Compass Ion Advisors, LLC's Leadership

M. D. K.
President | Principal
Mobile Phone
Email
D. M.
President
Mobile Phone
Email
J. M.
Financial Advisor - Senior Vice President
Mobile Phone
Email
G. L.
Senior Vice President
Mobile Phone
Email
P. H.
Svp
Mobile Phone
Email
D. S.
Vice President
Mobile Phone
Email
E. R.
Director Of Client Services
Mobile Phone
Email
C. G.
Administrative Manager
Mobile Phone
Email

Compass Ion Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other

Contact profiles from Compass Ion Advisors, LLC

Name

Title

Contact Info

Location

Last Update

M. D. K.
President | Principal
Mobile Phone
Email
United StatesPennsylvania
Mar 24, 2026
D. M.
President
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. M.
Financial Advisor - Senior Vice President
Mobile Phone
Email
United StatesMississippi
Mar 26, 2026
G. L.
Senior Vice President
Mobile Phone
Email
United StatesPennsylvania
May 13, 2025
P. H.
Svp
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026
D. S.
Vice President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. R.
Director Of Client Services
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026
C. G.
Administrative Manager
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026
J. B.
Founding Principal
Mobile Phone
Email
United StatesPennsylvania
Mar 03, 2026
P. P. H.
Senior V.P
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026

Frequently Asked Questions

What is Compass Ion Advisors, LLC known for?

Compass Ion Advisors, LLC was founded in 1994 operates in the Investment Management industry. The company's main headquarters is located in 300 Conshohocken State Road Conshohocken, Pennsylvania 19428 United States; you can contact the main corporate office by phone at

+1-610-783-****

. Explore Compass Ion Advisors, LLC's company overview page for more information.

What is Compass Ion Advisors, LLC's most common email format?

Compass Ion Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Ion Advisors, LLC email formats with LeadIQ.

How many employees does Compass Ion Advisors, LLC have currently?

Compass Ion Advisors, LLC has approximately 24 employees as of March 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Compass Ion Advisors, LLC's key employees and leadership?

As of March 2026, Compass Ion Advisors, LLC's key employees include:

President | Principal: M. D. K.
President: D. M.
Financial Advisor - Senior Vice President: J. M.
Senior Vice President: G. L.
Svp: P. H.

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