Compass Ion Advisors
www.ionadv.comOur 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 APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Read moreOur 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 APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Read moreCountry
State
Pennsylvania
Employees
11-50
Founded
1994
Estimated Revenue
$1 to $1,000,000
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Senior Vice President
Email ****** @****.comPhone (***) ****-****Vice President
Email ****** @****.comPhone (***) ****-****Financial Advisor - Senior Vice President
Email ****** @****.comPhone (***) ****-****Chairman , Founding Principal
Email ****** @****.comPhone (***) ****-****