|
⚲
|
| Compass Retirement LLC
✚
|
|
|---|---|
| CRD # | 158412 |
| SEC # | 801-135947 |
| CIK # | |
| AUM | $105.1 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 860-661-3821 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 20.6 |
| (b) Individuals (high net worth individuals) | 30 | 84.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 105.1 |
| By Discretionary | ||
| Discretionary | 245 | 92.3 |
| Non-Discretionary | 10 | 12.8 |
| Total | 255 | 105.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.1 | |
| Total | 255 | 105.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stage 2 Planning Partners LLC
✚
|
VT | 0.1 |
|
Thayer Financial LLC
✚
|
NC | 0.1 |
|
Fiduciary Advisor Advocates LLC
✚
|
0.1 | |
|
MANA Financial Life Design LLC
✚
|
0.1 | |
|
Westpoint Wealth Management LLC
✚
|
OH | 0.1 |
|
Experience Your Wealth LLC
✚
|
0.1 | |
|
Vavra Capital Management LLC
✚
|
0.1 | |
|
Millstone Financial Group Limited Liability Company
✚
|
NJ | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
Prestige Wealth Management LLC
✚
|
CO | 0.1 |