Compass Ion Advisors Information
Contact top employees from
Compass Ion Advisors
Summary
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.
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Organization Website | compass-ionadvisors.com |
Social Links |  |
Phone Number | (610) 228-2200 |
Industries | |
Headquarters Location | 300 Conshohocken State Rd, Pennsylvania, 19428 US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, Investment Management, Wealth Management, Succession Planning, Institutional Consulting, Endowment Management, Investment Policy , Advisory Services, Comprehensive Financial Planning, Retirement Planning, College Planning, Insurance Planning, Legacy Planing, Fiduciary |
Founded | 1994 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1913 | Privately Held | 25 - 100 | 11.8M | $0 | |
| 1968 | Privately Held | 25 - 100 | 8.5M | $0 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Compass Ion Advisors shows a diverse range of experience levels:
4% have been with the company for less than 1 year9% for 1–2 years9% for 3–4 years4% for 5–7 years22% for 8–10 years52% have over 11 years of service at Compass Ion AdvisorsContact top employees from
Compass Ion Advisors
Josh Manifold
Financial Advisor - Senior Vice President
Matthew Kane
President | Principal
Dan Soderberg
Vice President
Chuck Manning
Financial Advisor
Bryn Donohue
Client Service Representative
Erin Radano
Director of Client Services
Ryan Donovan
Financial Advisor
Jinelle Stent
Client Service Representative
Evan Hewitt
Financial Advisor
Mark Manning
Financial Advisor
Kaitlin Salwach
Client Service Professional
Tyler Burns
Financial Advisor
Carol Gangewer
Administrative Manager
Matthew McDaniel
Financial Advisor and Tax Planner
Glen Gangewer
Financial Advisor
Luke Porter
Financial Advisor
Avery Burns
Client Services Representative
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FAQ
Compass Ion Advisors operates in the Finance industries. More details can be found on the official website: compass-ionadvisors.com.
The headquarters of Compass Ion Advisors are located in Conshohocken, United States.
You can contact Compass Ion Advisors by phone at (610) 228-2200.
Compass Ion Advisors currently employs 10-50 people.
Well-known competitors of Compass Ion Advisors include Legacy Advisor Network and SYM Financial Advisors.
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