COMPERIO RETIREMENT CONSULTING, INC.
CRD #140786 SEC #801-66831 CARY, NC 919-401-3500
SEC Registered
Total AUM
$2B
Discretionary
$0
Employees
4
Clients
10
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2B | $0 | $2B | 4 | 35 |
| Apr 2025 | $2B | $0 | $2B | 5 | 35 |
| Mar 2025 | $2B | $0 | $2B | 5 | 35 |
| Mar 2024 | $1.9B | $0 | $1.9B | 5 | 36 |
| Jan 2023 | $1.7B | $0 | $1.7B | 5 | 33 |
| Feb 2022 | $2B | $0 | $2B | 5 | 30 |
| Sep 2021 | $1.8B | $0 | $1.8B | 5 | 30 |
| Sep 2021 | $1.8B | $0 | $1.8B | 5 | 30 |
| Mar 2021 | $1.8B | $0 | $1.8B | 5 | 30 |
| Mar 2020 | $1.4B | $40M | $1.4B | 5 | 30 |
| Oct 2019 | $1.4B | $0 | $1.4B | 5 | 30 |
| Mar 2019 | $1.4B | $0 | $1.4B | 5 | 30 |
| Mar 2018 | $1.4B | $0 | $1.4B | 5 | 30 |
| Mar 2017 | $1.2B | $0 | $1.2B | 5 | 26 |
| Mar 2016 | $1.2B | $0 | $1.2B | 4 | 26 |
| Mar 2007 | $9M | $0 | $9M | 5 | -- |
DateJun 2025
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees4
Clients35
DateApr 2025
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees5
Clients35
DateMar 2025
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees5
Clients35
DateMar 2024
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees5
Clients36
DateJan 2023
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees5
Clients33
DateFeb 2022
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees5
Clients30
DateSep 2021
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees5
Clients30
DateSep 2021
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees5
Clients30
DateMar 2021
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees5
Clients30
DateMar 2020
Total AUM$1.4B
Discretionary$40M
Non-Disc.$1.4B
Employees5
Clients30
DateOct 2019
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients30
DateMar 2019
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients30
DateMar 2018
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees5
Clients30
DateMar 2017
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients26
DateMar 2016
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees4
Clients26
DateMar 2007
Total AUM$9M
Discretionary$0
Non-Disc.$9M
Employees5
Clients--