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