Adviser Profile
| As of Date | 08/07/2026 |
| Registration status | Registration Changed to NORTH COMPASS FINANCIAL ADVISORS, LLC |
| ADV Location | GRAND RAPIDS, MN, United States |
| Contact Info | 218 xxxxxxx |
| Websites |
| AUM* | 145,961,708 68% |
| of that, discretionary | 145,961,708 74% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,270 53% |
| % High Net Worth | 12.82% 27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds