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, individually owned registered investment adviser organized as an LLC and SEC-registered in 2022. The firm focuses on serving individual and family clients, charging fees based on a percentage of assets under management and acting as a capital allocator for client portfolios. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compass does not position itself as an ESG-focused manager in the available data.
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
2 of 2Poonnasa Corn
Chief Operating PartnerCRD 6496012
Tamara Dickerson
Client Relationship CoordinatorCRD 7495661
Contacts
3 of 5Devin Riley
Financial AdvisorCRD 7640942
AIRIONNE SOLANKE
Lead Service AdvisorCRD 6342671
Dawn Abernathy
Wealth AdvisorCRD 6229586
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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