Comperio Retirement Consulting

Is this your firm? Access your profile

business

Last updated: February 18th, 2020. Data source: SEC filings.


Comperio Retirement Consulting, federally registered in 2006, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. Comperio Retirement Consulting manages $1.4 billion and provides investment advisory services for 30 clients (1:15 advisor/client ratio). This firm does not have a disciplinary history.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline

The Trust algorithm did not surface any considerations for this firm. Checks take place monthly.

View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 18
Percentage of Advisors Trusted 67%
Minimum Investment $0
Average Client Balance $46,666,666
Total AUM $1.4 billion
Advisor / Client Ratio 1:15
Headquarters Cary, NC
SEC Filings View SEC IAPD CRD #140786
State(s) Registered NC, PA, SC

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×