COMPERIO RETIREMENT CONSULTING, INC.
Tel: 919-401-3500 51 Kilmayne Drive Suite 304 Cary, North Carolina 27511
About 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
Firm CRD#:
140786
Firm SEC#:
801-66831
Assets Under Management:
$1,900,000,000
No. of Clients:
38
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Pesnsion consulting services
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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