Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

COMPERIO RETIREMENT CONSULTING, INC.

dba COMPERIO RETIREMENT CONSULTING, INC. · CRD 140786 · Registered Investment Adviser

COMPERIO RETIREMENT CONSULTING, INC. is a Registered Investment Adviser headquartered in CARY, NC. The firm reports $1,985,229,783 in regulatory assets under management across 32 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$0
Non-discretionary$1,985,229,783
Total RAUM$1,985,229,783
Accounts32

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 140786. adviserinfo.sec.gov/firm/summary/140786.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.