COMPASS RETIREMENT GROUP LLC

10326 Old Olive Street Road
St. Louis, Missouri 63141
Tel: 314-373-1598

About COMPASS RETIREMENT GROUP LLC

COMPASS RETIREMENT GROUP LLC, formally registered with the SEC as COMPASS RETIREMENT GROUP LLC. The firm was established in 04/21/2022. They have over 2 offices throughout the country.

COMPASS RETIREMENT GROUP LLC is a St. Louis, Missouri based Financial Planning firm with nearly $99,385,949 assets under management, offering retirement planning & investment advisory services to 2815 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282420
SEC#	801-124696
Assets Managed by Firm	$99,385,949
No. of Clients	2815
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2815	$99,385,949
Individuals (other than high net worth individuals)	781	$92,488,943
High net worth individuals	5	$6,897,006

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
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