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Compass Retirement Group LLC
COMPASS RETIREMENT GROUP LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2022. The firm manages approximately $112 million in...
Compass Retirement Group LLC
COMPASS RETIREMENT GROUP LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2022. The firm manages approximately $112 million in regulatory assets. It has 9 employees and 7 investment advisers.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Frequently asked questions
What services does Compass Retirement Group LLC provide?
Compass Retirement Group LLC provides retirement planning advisory services. The firm helps clients develop retirement income strategies and set financial goals for retirement. Public records describe it as a financial services entity, not an investment manager or family office.
Where is Compass Retirement Group LLC located?
The firm's registered agent address is in Coral Springs, Florida, and its coordinator is based in Texas. No other office locations are publicly reported.
Who runs Compass Retirement Group LLC?
The firm's public filings list a coordinator based in Texas, but names of principals or executive officers are not disclosed in available public records.
Does Compass Retirement Group LLC manage client capital as a family office?
Available public information indicates Compass Retirement Group LLC operates as a retirement planning advisory firm, not as a family office or asset manager. It does not disclose AUM, investment mandates, or portfolio holdings.
What is Compass Retirement Group LLC's investment strategy?
No investment strategy is publicly disclosed. The firm's stated focus is on retirement planning and financial advisory, not direct investing or asset allocation across classes like private equity or venture capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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