Compass Ion Advisors
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
300 Conshohocken State Rd Ste 230, Consh...Phone Number
(610) 228-2200Website
www.compass-ionadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Compass Ion Advisors
Compass Ion Advisors specializes in providing customized financial planning and investment solutions tailored to the individual needs of their clients. They prioritize client interests as fiduciaries, ensuring that their compensation is not commission-based, which allows them to remain neutral in investment recommendations. Their services cater to a diverse clientele, including lifelong workers, entrepreneurs, and business owners seeking retirement plan consulting. Additionally, the company is committed to social responsibility, donating 20% of their net income to those in need each year.Explore more
Compass Ion Advisors Org Chart
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Compass Ion Advisors financials insights
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2020
Debt
$150K
Compass Ion Advisors Tech Stack
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Compass Ion Advisors specializes in providing customized financial planning and investment solutions tailored to the individual needs of their clients. They prioritize client interests as fiduciaries, ensuring that their compensation is not commission-based, which allows them to remain neutral in investment recommendations. Their services cater to... Read More
