|
⚲
|
| Compass Retirement Group LLC
✚
| |
|---|---|
| CRD # | 282420 |
| SEC # | 801-124696 |
| CIK # | |
| AUM | $99.4 MM (2024-07-12) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 314-373-1598 |
| Address | 10326 Old Olive Street Road St Louis, MO 63141 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 781 | 92.5 |
| (b) Individuals (high net worth individuals) | 5 | 6.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,815 | 99.4 |
| By Discretionary | ||
| Discretionary | 2,815 | 99.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,815 | 99.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 99.4 | |
| Total | 2,815 | 99.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cross Border Wealth LLC
✚
|
NY | 0.1 |
|
Watts Capital Partners LLC
✚
|
NY | 0.1 |
|
Veridian Private Wealth Management LLC
✚
|
IL | 0.1 |
|
Holdun Family Office LLC
✚
|
FL | 0.1 |
|
First American Asset Advisory LLC
✚
|
NY | 0.1 |
|
Great Hill Capital LLC
✚
|
NY | 0.1 |
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
RASP Wealth Solutions LLC
✚
|
IN | 0.1 |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 0.1 |
|
Jemma Investment Advisors LLC
✚
|
MD | 0.1 |