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COMPERIO RETIREMENT CONSULTING, INC.

Tel: 919-401-3500
51 Kilmayne Drive
Suite 304
Cary, North Carolina  27511

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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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