PPrivate Fund Data Log in Join · $37/mo

Compass Retirement Group LLC

● SEC registered since 2022CRD 282420SEC# 801-124696St. Louis, MO
Export (members)
Reg. AUM
$93.5M
Employees
9
Accounts
2,603
Location
St. Louis, MO

Compass Retirement Group LLC assets under management

Compass Retirement Group LLC is an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2022. It reports $93.5 million in regulatory assets under management and employs 9 people.

Compass Retirement Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Airionne Renee SolankeChief Compliance OfficerUnder 5%2024
Marvin L. Mitchell ControlManaging MemberOver 75%2015

Frequently asked questions

How much does Compass Retirement Group LLC manage?

Compass Retirement Group LLC reports $93.5 million in regulatory assets under management on its Form ADV.

How many employees does Compass Retirement Group LLC have?

Compass Retirement Group LLC reports 9 employees.

Where is Compass Retirement Group LLC located?

Compass Retirement Group LLC is based in St. Louis, MO and has been SEC-registered since 2022.

Does Compass Retirement Group LLC disclose fund performance?

Compass Retirement Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10326 Old Olive Street Road, St. Louis, MO 63141
Phone314-373-1598
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$93.5M
Non-discretionary$0
Total (RAUM)$93.5M