Compass Retirement Group LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 282420
- Registered since
- April 21, 2022
- Website
- www.crsretirement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.23%
- HNWI11.77%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Compass Retirement Group LLC is an independent registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates on a percentage-of-assets fee model and acts as a capital allocator, deploying client capital into third-party managers and pooled investments. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds33%
- Cash & Cash Equivalents6%
- Other1%
Owners & executives
1 of 1
Poonnasa Corn
Chief Operating PartnerCRD 6496012
Contacts
3 of 5
Devin Riley
Financial AdvisorCRD 7640942
Airionne Solanke
Lead Service AdvisorCRD 6342671
Marvin Mitchell
Founder & PresidentCRD 5324636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 10326 Old Olive Street Rd
- Time zone
- CT (UTC-6)
- Office locations
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