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NORTH COMPASS FINANCIAL ADVISORS, LLC
CRD 146626 · SEC 801-136532
21 NE 5TH STREET, SUITE 301, GRAND RAPIDS, MN, 55744, United States
Phone
218-326-4722
Fax
218-327-6997
Registration
— (—)
Source
State registered
Total AUM
$146.0M
Discretionary AUM
$146.0M
Team
4 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $73.6M |
| High net worth individuals | 40 | $63.1M |
All web addresses on file
Official SEC filing: View on IAPD