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Comperio Retirement Consulting, Inc.

● SEC registered since 2006CRD 140786SEC# 801-66831Cary, NC
Export (members)
Reg. AUM
$2.01B
Employees
4
Accounts
39
Location
Cary, NC

Comperio Retirement Consulting, Inc. assets under management

Comperio Retirement Consulting, Inc. operates as an SEC-registered investment adviser based in Cary, NC. The firm has been registered since 2006. It reports $2 billion in regulatory assets under management and employs 4 people.
www.linkedin.com/company/comperioretirementconsultingView on SEC.gov ↗

Comperio Retirement Consulting, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Richard Sotell ControlManaging Director, President, Chief Compliance Officer & TreasurerOver 75%2006

Frequently asked questions

How much does Comperio Retirement Consulting, Inc. manage?

Comperio Retirement Consulting, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Comperio Retirement Consulting, Inc. have?

Comperio Retirement Consulting, Inc. reports 4 employees.

Where is Comperio Retirement Consulting, Inc. located?

Comperio Retirement Consulting, Inc. is based in Cary, NC and has been SEC-registered since 2006.

Does Comperio Retirement Consulting, Inc. disclose fund performance?

Comperio Retirement Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Regency Parkway, Cary, NC 27518
Phone919-401-3500
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$2.01B
Total (RAUM)$2.01B