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Home > Retirement Planners > north carolina > cary > COMPERIO RETIREMENT CONSULTING, INC.
COMPERIO RETIREMENT CONSULTING, INC.
51 Kilmayne Drive
Suite 304
Cary, North Carolina 27511
Tel: 919-401-3500
About COMPERIO RETIREMENT CONSULTING, INC.
COMPERIO RETIREMENT CONSULTING, INC, formally registered with the SEC as COMPERIO RETIREMENT CONSULTING, INC. The firm was established in 05/30/2006. They have over 2 offices throughout the country.
COMPERIO RETIREMENT CONSULTING, INC. is a Cary, North Carolina based Financial Planning firm with nearly $1,900,000,000 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140786 |
| SEC# | 801-66831 |
| Assets Managed by Firm | $1,900,000,000 |
| No. of Clients | 38 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $1,900,000,000 |
| Pension and profit sharing plans | 36 | $1,900,000,000 |
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