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COMPERIO RETIREMENT CONSULTING, INC.

CRD 140786 · SEC 801-66831

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2500 REGENCY PARKWAY, CARY, NC, 27518, United States

Phone

919-401-3500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.99B

Discretionary AUM

$0

Team

4 total employees; 2 advisory reps; 27 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPension consultingSelection of other advisers

Client types

TypeClientsAUM
Pension/profit sharing plans27$1.99B

States served

NC, SC, VA

All web addresses on file

Official SEC filing: View on IAPD