COMPASS RETIREMENT GROUP LLC
CRD #282420 SEC #801-124696 ST. LOUIS, MO 314-373-1598
SEC Registered
Total AUM
$93.5M
Discretionary
$93.5M
Employees
9
Clients
51
Accounts
2,603
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $93.5M | $93.5M | $0 | 9 | 0 |
| Dec 2024 | $99.4M | $99.4M | $0 | 9 | 0 |
| Jul 2024 | $99.4M | $99.4M | $0 | 9 | 0 |
| Jul 2024 | $99.4M | $99.4M | $0 | 9 | 0 |
| Jun 2024 | $99.4M | $99.4M | $0 | 9 | 0 |
| Mar 2024 | $99.4M | $99.4M | $0 | 6 | 0 |
| Feb 2024 | $85.6M | $85.6M | $0 | 18 | 0 |
| Jun 2023 | $85.6M | $85.6M | $0 | 18 | 0 |
| Jun 2023 | $85.6M | $85.6M | $0 | 18 | 0 |
| Jun 2023 | $85.6M | $85.6M | $0 | 18 | 0 |
| Mar 2023 | $85.6M | $85.6M | $0 | 18 | 0 |
| Oct 2022 | $100M | $0 | $100M | 9 | 0 |
| May 2022 | $100M | $0 | $100M | 9 | 0 |
| May 2022 | $100M | $0 | $100M | 8 | 0 |
| Mar 2022 | $100M | $0 | $100M | 8 | 0 |
DateMar 2025
Total AUM$93.5M
Discretionary$93.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees18
Clients0
DateOct 2022
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees9
Clients0
DateMay 2022
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees9
Clients0
DateMay 2022
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees8
Clients0
DateMar 2022
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees8
Clients0