DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
COMPERIO RETIREMENT CONSULTING, INC.
Tel: 919-401-3500
51 Kilmayne Drive Suite 304
Cary, North Carolina 27511
COMPERIO RETIREMENT CONSULTING, INC.
COMPERIO RETIREMENT CONSULTING, INC. is a Cary, North Carolina based financial advisory firm with nearly $1,900,000,000 in assets under management and provides investment advisory services for 38 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
140786
SEC#:
801-66831
No. of Clients:
38
Assets under Management
$1,900,000,000
No. of Advisors:
5
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