COMPASS RETIREMENT, LLC
COMPASS RETIREMENT, LLC is an SEC-registered investment adviser (CRD 158412). Regulatory assets under management: $105.1M.
Registration
- CRD: 158412
- SEC file number: 801-135947
- Type: Registered investment adviser
- Phone: 860-661-3821
- Latest filing: 2026-04-30
- Regulatory AUM: $105.1M
- Discretionary AUM: $92.3M
- Non-discretionary AUM: $12.8M
- Clients: 1
- Accounts: 255
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| John Robert Bubello | MANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
More on this firm