Compass Ion Advisors Employee Directory

Q: What is Compass Ion Advisors known for?

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

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

Compass Ion Advisors 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 employees' phone numbers or email addresses

Compass Ion Advisors Global Highlights

North America
37

United States Of America
37

Asia
1

Malaysia
1

Compass Ion Advisors'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

Compass Ion Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other

Contact profiles from Compass Ion Advisors

Name

Title

Contact Info

Location

Last Update

M. D. K.
President | Principal
Mobile Phone
Email
United StatesPennsylvania
Feb 06, 2026
D. M.
President
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. M.
Financial Advisor - Senior Vice President
Mobile Phone
Email
United StatesMississippi
Jul 01, 2025
G. L.
Senior Vice President
Mobile Phone
Email
United StatesPennsylvania
May 05, 2025
D. S.
Vice President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. R.
Director Of Client Services
Mobile Phone
Email
United StatesPennsylvania
Nov 10, 2025
C. G.
Administrative Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 14, 2025
J. B.
Founding Principal
Mobile Phone
Email
United StatesPennsylvania
Oct 24, 2025
M. M.
Financial Advisor And Tax Planner
Mobile Phone
Email
United StatesTennessee
Mar 12, 2025
A. B.
Client Services Representative
Mobile Phone
Email
United StatesDelaware
Oct 26, 2025

Frequently Asked Questions

What is Compass Ion Advisors known for?

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

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

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

How many employees does Compass Ion Advisors have currently?

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

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

As of February 2026, Compass Ion Advisors'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