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Compass Ion Advisors

Investment Management

Specialities :
Financial planning
Investment management
Wealth management
Succession planning
Institutional consulting

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
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Frequently Asked Questions About Compass Ion Advisors

What does Compass ion advisors do?+

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 Keel Point LLC, member FINRA/SIPC. For relevant disclosures, please visit https://compass-ionadvisors.com/disclosures

What are Compass ion advisors's 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,and fiduciary

What is Compass ion advisors's industry? +

Compass ion advisors operates in the Investment management industry.

What is Compass ion advisors's revenue? +

Compass ion advisors's revenue is 11m - 100m

What is Compass ion advisors's company size? +

Compass ion advisors has 11 - 50 employees.

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