Network·Venture Capital

Comperio Retirement Consulting, INC.

Unclaimed

📍 CARY, NC

Venture Capitalmanufacturinghealthcarelogisticsaccountingfinancetourismautomotiveenvironmentalarchitecturehi-techbusiness servicesconstructionlegal
comperiorc.com ↗

SEC CRD #801-66831

About

Comperio Retirement Consulting is an independent retirement plan consulting firm that delivers conflict-free professional advice for 401(k) and defined benefit pension plans. The firm specializes in fiduciary advisory consulting, plan sponsor audits, recordkeeper searches, and fee benchmarking across multiple industries.

Key Contact

JS

JAMES SOTELL

MANAGING DIRECTOR, PRESIDENT, CHIEF COMP[LIANCE & TREASU

📞 (919) 401-3500

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Geographic Focus

united states
ℹ

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AUM

$2.0B

Check Size

$6M–$6M

Location

CARY, NC

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