COMPASS RETIREMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$105,097,361
Discretionary
$92,260,043
Non-discretionary
$12,837,318
Firm details
- CRD number
- 158412
- SEC file number
- 801-135947
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://COMPASS-RETIREMENT.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.