COMPERIO RETIREMENT CONSULTING, INC. of CARY, NC is an SEC-registered investment adviser (CRD 140786). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| James Richard Sotell | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | — |
| Scott Francis Fremer | SECRETARY | — |
| SOTELL JAMES RICHARD | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER; MANAGING DIRECTOR, PRESIDENT, SECRETARY & TREASURER; MANAGING DIRECTOR, PRESIDENT & TREASURER | — |
| LEEDY CHARLES DEAN | DIRECTOR ,SECRETARY; DIRECTOR & SECRETARY; DIRECTOR ,SECRETARY & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TREVILLIAN MALCOLM MCEACHERN | DIRECTOR; DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| FREMER SCOTT FRANCIS | SECRETARY | — |