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Compass Retirement Solutions

EST. AUM
$111,859,803

CONTACTS

CLIENT ACCOUNTS
939

Firm Details

Metro area St. Louis
CRD Number 282420
Website compassretirementsolutions.com
Client types

Overview

Compass Retirement Solutions is the public-facing name of Compass Retirement Group, LLC, an SEC-registered investment adviser serving retirees, pre-retirees and individual investors. The firm combines discretionary portfolio management with retirement-income planning, tax planning, healthcare and Medicare considerations, insurance planning, legacy planning and educational services. It manages approximately US$111.9 million across 939 discretionary accounts, principally for individual and high-net-worth clients. Client portfolios are mainly invested in publicly traded equities and U.S. government or agency bonds, with smaller allocations to cash and REITs. The firm operates from St. Louis, Missouri, with an additional advisory office in Atlanta, Georgia.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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