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Building 2NORTH AMERICAN WEALTH ADVISORS INC.

Map pinJORDAN, MN
Phone(952) 492-3500
NotebookSEC #801-113619
Total AUM
$237.3M
Employees
3
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
224 WATER STREET
JORDAN
MN 55352
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(952) 492-3500

ReceiptFinancials

Total AUM
$237.3M
Accounts
131
Discretionary
$0
Accounts
0
Non-Discretionary
$237.3M
Accounts
131

ContactClients

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Individual Clients
41
AUM
$9.4M
HNW Individual Clients
26
AUM
$50.8M
Pension/Profit Sharing Plan Clients
1
AUM
$118.6M
Other Clients
1
AUM
$58.6M
Description of Other Clients
OTHER ORGANIZATION NOT LISTED ABOVE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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