James
Baird
Compass Ion Advisors, LLC
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About this Advisor
James Baird is a financial advisor based in Conshohocken, Pennsylvania, working with Compass Ion Advisors, LLC. James has previously held positions at Apw Capital, Inc (Formerly Camas), Compass Ion Advisors, LLC, and Keel Point Capital LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, James is part of Compass Ion Advisors, LLC, which operates out of Conshohocken, Pennsylvania. 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
James Baird Work History
Keel Point Capital LLC
Compass Ion Advisors, LLC
Apw Capital, Inc (Formerly Camas)
Disclosures
Please visit the SEC profile of James Baird 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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