Richard
Liburdi
Compass Ion Advisors, LLC
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About this Advisor
Richard Liburdi is a financial advisor based in Estero, Florida, working with Compass Ion Advisors, LLC. Richard has previously held positions at Apw Capital, Inc (Formerly Camas) and Compass Ion Advisors, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Pennsylvania, and Texas. Currently, Richard is part of Compass Ion Advisors, LLC, which operates out of Estero, Florida. The firm has 17 offices and 20 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Compass Ion Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Ion Advisors, LLC Brokerage Details
$1,089,630,152
20
3,277
$332,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Richard Liburdi Work History
Compass Ion Advisors, LLC
Apw Capital, Inc (Formerly Camas)
Disclosures
Please visit the SEC profile of Richard Liburdi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Ion Advisors, LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Chadds Ford, PA
Conshohocken, PA
Conshohocken, PA
Chadds Ford, PA
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