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DUE NORTH FINANCIAL, LLC
CRD 285053
408 JONES ST., EVELETH, MN, 55734-1530, United States
Phone
218-744-2929
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.8M
Discretionary AUM
$38.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $23.0M |
| High net worth individuals | 7 | $14.4M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 2 | $194K |
All web addresses on file
Official SEC filing: View on IAPD