Compass Ion Advisors

www.ionadv.com

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. 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.

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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. 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.

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Country

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State

Pennsylvania

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Employees

11-50

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Founded

1994

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Senior Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor - Senior Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Chairman , Founding Principal

    Email ****** @****.com
    Phone (***) ****-****

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