MAGNETIC NORTH ADVISORS
Total AUM
$480.8M
Employees
7Clients
646Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6900 WEDGWOOD ROAD N
SUITE 465
MAPLE GROVE
MN 55311
United States
SUITE 465
MAPLE GROVE
MN 55311
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
763-543-3803
Other Offices
1
Financials
Total AUM
$480.8M
Accounts
1,580Discretionary
$480.7M
Accounts
1,577Non-Discretionary
$39.7K
Accounts
3
Clients
Individual Clients
481AUM
$165.9M
HNW Individual Clients
161AUM
$312.2M
Charitable Organization Clients
2AUM
$1.2M
Corporation or Business Clients
2AUM
$1.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZFLMNTXWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.