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| Keyboard |
| Comperio Retirement Consulting Inc
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|---|---|
| CRD # | 140786 |
| SEC # | 801-66831 |
| CIK # | |
| AUM | 2.0 B (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| 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
✚
|
2.0 B | |
|
JNBA Financial Advisors LLC
✚
|
MN | 2.0 B |
|
Well Done LLC
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|
MI | 2.0 B |
|
Neville Rodie & Shaw Inc
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|
NY | 2.0 B |
|
Corda Investment Management LLC
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|
TX | 2.0 B |
|
Silveroak Wealth Management LLC
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|
MN | 2.0 B |
|
The Harbor Group Inc
✚
|
NH | 2.0 B |
|
Lee Danner & Bass Inc
✚
|
TN | 2.0 B |
|
Center for Financial Planning Inc
✚
|
MI | 2.0 B |
|
Shapiro Capital Management LLC
✚
|
GA | 2.0 B |