Where are Compass Ion Advisors employees located globally?

Compass Ion Advisors has employees across 2 continents and 2 countries including Malaysia, United States Of America.

How has Compass Ion Advisors's team size changed over time?

Compass Ion Advisors's team has grown from approximately 22 to 23 employees based on available data.

Compass Ion Advisors Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Compass Ion Advisors is an investment management advisory firm based in Conshohocken, Pennsylvania. It serves families, business owners, and institutions with guidance on financial planning and investment strategy. The firm provides portfolio management, endowment and foundation consulting, and legacy and succession planning, with services designed to help clients align resources with important goals and support organizational missions.

The organization operates as a small to midsize firm in the investment management industry. Securities are offered through Keel Point LLC, a member of FINRA and SIPC.

Compass Ion Advisors Global Highlights

North America
41

United States Of America
41

Asia
1

Malaysia
1

Compass Ion Advisors's Leadership

T. B.
Associate Advisor
Mobile Phone
Email

Compass Ion Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other

Contact profiles from Compass Ion Advisors

Name

Title

Contact Info

Location

Last Update

T. B.
Associate Advisor
Mobile Phone
Email
Feb 19, 2026

Frequently Asked Questions

What is Compass Ion Advisors known for?

Compass Ion Advisors 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'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 26 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Associate Advisor: T. B.

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Compass Ion Advisors Employee Directory

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