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Building 2COMPERIO RETIREMENT CONSULTING, INC.

Map pinCARY, NC
Phone919-401-3500
NotebookSEC #801-66831
Total AUM
$2B
Employees
4
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 REGENCY PARKWAY
CARY
NC 27518
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
919-401-3500

ReceiptFinancials

Total AUM
$2B
Accounts
32
Discretionary
$0
Accounts
0
Non-Discretionary
$2B
Accounts
32

ContactClients

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Pension/Profit Sharing Plan Clients
27
AUM
$2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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