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Building 2NORTH COMPASS FINANCIAL ADVISORS, INC.

Map pinGRAND RAPIDS, MN
Phone218-326-4722
NotebookSEC #801-64497
Total AUM
$51.5M
Employees
3
Clients
0

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
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
218-326-4722

ReceiptFinancials

Total AUM
$51.5M
Accounts
537
Discretionary
$51.5M
Accounts
537
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNWI

HandshakeAffiliates

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

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