|
⚲
|
| Keyboard |
| Comperio Retirement Consulting Inc
✚
|
|
|---|---|
| CRD # | 140786 |
| SEC # | 801-66831 |
| CIK # | |
| AUM | 1,985.2 M (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-401-3500 |
| Address | 2500 Regency Parkway Cary, NC 27518 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 27 | 2.0 |
| (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 | 32 | 2.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 32 | 2.0 |
| Total | 32 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 32 | 2.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 27 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avendus Wealth Management Private Limited
✚
|
2,005.9 M | |
|
JNBA Financial Advisors LLC
✚
|
MN | 2,005.1 M |
|
Well Done LLC
✚
|
MI | 2,002.9 M |
|
Neville Rodie & Shaw Inc
✚
|
NY | 2,002.8 M |
|
Corda Investment Management LLC
✚
|
TX | 2,000.1 M |
|
Silveroak Wealth Management LLC
✚
|
MN | 1,998.4 M |
|
The Harbor Group Inc
✚
|
NH | 1,996.3 M |
|
Lee Danner & Bass Inc
✚
|
TN | 1,975.5 M |
|
Center for Financial Planning Inc
✚
|
MI | 1,970.0 M |
|
Shapiro Capital Management LLC
✚
|
GA | 1,967.4 M |