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

C. L.
Client Services
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
K. B.
Position In Client Services
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
R. L.
Investment Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2024
T. B.
Financial Advisor
Mobile Phone
Email
United StatesDelaware
Oct 17, 2024
T. B.
Associate Advisor
Mobile Phone
Email
Oct 17, 2024

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.

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