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Daniel Henry Soderberg

Compass ION Advisors, LLC

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About Daniel Henry Soderberg

Daniel Henry Soderberg is an investment advisor representative with Compass Ion Advisors, LLC. Daniel Henry Soderberg has been in the securities industry since November 1993. Daniel Henry Soderberg has a Series 63, Series 66, Series 7, and SIE license. Daniel Henry Soderberg is registered in Pennsylvania and Texas. Daniel Henry Soderberg was previously registered with APW Capital, Inc. and Hornor, Townsend & Kent, Inc.. Daniel Henry Soderberg offers financial planning, portfolio management for businesses, and portfolio management for individuals. Daniel Henry Soderberg also manages vacation rental properties.

Firm Information

Daniel Soderberg is currently registered with Compass ION Advisors, LLC. Compass ION Advisors, LLC is a registered investment advisor located in Conshohocken, PA. The firm manages approximately $1 billion to $10 billion in assets for individuals, high-net-worth individuals, and pension and profit sharing plans. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Compass ION Advisors, LLC

300 CONSHOHOCKEN STATE ROAD

CONSHOHOCKEN, PA 19428

$1.09B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Soderberg’s Registration & Firm History

PA

11/20/2020 - Present

Compass ION Advisors, LLC (CONSHOHOCKEN PA)

PA

04/05/2010 - 12/31/2022

APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)

PA

11/30/1993 - 04/15/2010

HORNOR, TOWNSEND & KENT, INC. (LANSDALE PA)

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Licenses & Designations

BOTH

Issued 03/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Henry Soderberg.
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