Compass Ion Advisors, LLC

Overview

Compass Ion Advisors, LLC is an SEC registered investment adviser based in Conshohocken, PA, registered since 2013. It reports $1.6B in assets under management across 3,745 accounts, with 24 employees. It has 17 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

92%

Accounts

3,745

Average account

$424K

Employees

24

Advisory reps

17

Registered since

2013

Jurisdictions

22

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Matthew Daniel Kane President, Managing Member CRD 2397223
• Joshua Scott Manifold Senior Vice President, Managing Member CRD 4628376

Advisory reps 3 of 17

• James C Baird Insurance Agent · Registered Rep · Investment Adviser Rep CRD 847959
• Michael J Briglia Insurance Agent · Investment Adviser Rep CRD 6052098
• Tyler Joseph Burns Registered Rep · Investment Adviser Rep CRD 7293847

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

300 Conshohocken State Rd Ste 230
Conshohocken, PA 19428

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 22 jurisdictions
• Website: ionadv.com

Every state, with registration dates

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