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Michael Thomas Dogum

Compass ION Advisors, LLC

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About Michael Thomas Dogum

Michael Dogum is an investment advisor representative with Compass ION Advisors, LLC. Michael has been in the industry since 2009 and holds the Series 66, Series 7, and SIE exams. Michael is a Chartered Financial Analyst and is also licensed as an insurance agent. Michael has experience working with high-net-worth individuals, as well as pension and profit-sharing plans. Michael is registered with the states of Delaware, Pennsylvania, and Texas.

Firm Information

Michael Dogum 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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Michael Dogum’s Registration & Firm History

PA

06/06/2024 - Present

Compass ION Advisors, LLC (DEVON PA)

DE

12/08/2011 - 03/06/2018

HORNOR, TOWNSEND & KENT, INC. (WILMINGTON DE)

DE

02/13/2009 - 12/08/2011

FINANCIAL NETWORK INVESTMENT CORPORATION (WILMINGTON DE)

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Licenses & Designations

BOTH

Issued 03/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Thomas Dogum.
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