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COMPASS RETIREMENT GROUP LLC
CRD 282420 · SEC 801-124696
10326 OLD OLIVE STREET ROAD, ST. LOUIS, MO, 63141, United States
Phone
314-373-1598
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.9M
Discretionary AUM
$111.9M
Team
9 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 757 | $98.7M |
| High net worth individuals | 9 | $13.2M |
States served
CA, GA, IL, KS, NC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD