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 25 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
38

United States Of America
38

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
D. S.
Vice President
Mobile Phone
Email
E. R.
Director Of Client Services
Mobile Phone
Email
C. G.
Administrative Manager
Mobile Phone
Email
J. B.
Founding Principal
Mobile Phone
Email

Contact profiles from Compass Ion Advisors, LLC

Name

Title

Contact Info

Location

Last Update

E. H.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
J. S.
Client Service Representative
Mobile Phone
Email
United StatesConnecticut
Oct 17, 2025
L. P.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
M. J. B.
Financial Consultant
Mobile Phone
Email
Nov 16, 2025
R. D.
Financial Advisor
Mobile Phone
Email
United StatesMississippi
Nov 13, 2025
G. G.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 14, 2025
M. M.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
J. V.
Client Services
Mobile Phone
Email
United StatesPennsylvania
Sep 08, 2025
K. S.
Client Service Professional
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
B. A.
Associate Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Apr 25, 2025

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; 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 25 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of December 2025, 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.
Vice President: D. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking