otherRIA · CRD 282420SEC-Registered

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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

Frequently asked questions

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.

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 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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