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| Comperio Retirement Consulting Inc
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| |
|---|---|
| CRD # | 140786 |
| SEC # | 801-66831 |
| CIK # | |
| AUM | $1.9 BB (2024-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 919-401-3500 |
| Address | 51 Kilmayne Drive Cary, NC 27511 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 1.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 38 | 1.9 |
| Total | 38 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 38 | 1.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Washington Trust Advisors Inc
✚
|
MA | 1.9 |
|
Sunbelt Securities Inc
✚
|
TX | 1.9 |
|
Icon Wealth Advisors LLC
✚
|
TX | 1.9 |
|
Bridgewater Advisors Inc
✚
|
NY | 1.9 |
|
Alken Asset Management Ltd
✚
|
1.9 | |
|
Bristlecone Advisors LLC
✚
|
WA | 1.9 |
|
Checchi Capital Advisers LLC
✚
|
CA | 1.9 |
|
CornerStone Investment Partners LLC
✚
|
GA | 1.9 |
|
Trilogy Capital Inc
✚
|
CA | 1.9 |
|
Phoenix Asset Management Partners Limited
✚
|
1.9 |