COMPERIO RETIREMENT CONSULTING, INC.

CARY, North Carolina·3 registered advisors·CRD# 140786
SEC# 801-668311919-401-3500
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial Planning
04

Advisors at COMPERIO RETIREMENT CONSULTING, INC.

3 registered advisors
Charles Dean Leedy
CHAPEL HILL, North Carolina
James Richard Sotell
CARY, North Carolina
Scott Francis Fremer
CARY, North Carolina
05

Office Locations

CARY, North Carolina
2 advisors
CHAPEL HILL, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. COMPERIO RETIREMENT CONSULTING, INC. (CRD# 140786) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.