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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Retirement Group LLC
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|---|---|
| CRD # | 282420 |
| SEC # | 801-124696 |
| CIK # | |
| AUM | $93.5 M (2025-03-12) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 314-373-1598 |
| Address | 10326 Old Olive Street Road St Louis, MO 63141 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 669 | 85.6 |
| (b) Individuals (high net worth individuals) | 5 | 7.9 |
| (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 | 2,603 | 93.5 |
| By Discretionary | ||
| Discretionary | 2,603 | 93.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,603 | 93.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.5 | |
| Total | 2,603 | 93.5 |
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|---|---|---|
|
Women's Wealth Advisor
✚
|
NJ | 0.1 |
|
Oakmont Wealth Advisory LLC
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MD | 0.1 |
|
Partners Capital Services Inc
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NY | 0.1 |
|
Capital Management Associates Inc
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MN | 0.1 |
|
Browning Capital Management LLC
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0.1 | |
|
Ormonde USA LLC
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0.1 | |
|
Social Investment Managers and Advisors LLC
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|
NY | 0.1 |
|
PMV Capital Advisers LLC
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TX | 0.1 |
|
Bentham Wealth Advisors Inc
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|
NY | 0.1 |
|
Financial Counseling Inc
✚
|
OH | 0.1 |