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Building 2NORTH COMPASS FINANCIAL ADVISORS, LLC

Map pinGRAND RAPIDS, MN
Phone218-326-4722
NotebookSEC #801-136532
Total AUM
$146M
Employees
4
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 NE 5TH STREET
SUITE 301
GRAND RAPIDS
MN 55744
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
218-326-4722

ReceiptFinancials

Total AUM
$146M
Accounts
600
Discretionary
$146M
Accounts
600
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
268
AUM
$73.6M
HNW Individual Clients
40
AUM
$63.1M
Pension/Profit Sharing Plan Clients
1
AUM
$9.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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