COMPASS ION ADVISORS, LLC

CRD #166418 SEC #801-78503 CONSHOHOCKEN, PA (610) 228-2200

SEC Registered Disclosures

Total AUM

$1.3B

Discretionary

$1.2B

Employees

Clients

251

Accounts

3,547

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 19, 2025
Branch Offices: 16

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
BAIRD, JAMES, CARL	I	CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
KANE, MATTHEW, DANIEL	I	PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
LIMBACH, GEORGE, JOSEPH	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MACGRAY, DOUGLAS, ROBYN	I	PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	B	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control
MANIFOLD, JOSHUA, SCOTT	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	A	Control

Registrations

Federal

Dec 19, 2025 REGISTERED

Notice Filings (24)

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Address

300 CONSHOHOCKEN STATE ROAD
SUITE 230
CONSHOHOCKEN, PA 19428
United States

Phone: (610) 228-2200