North Compass Financial Advisors, LLC

EST. AUM
$145,961,708

CONTACTS

CLIENT ACCOUNTS
600

Firm Details

Metro area Grand Rapids
CRD Number 146626
Website northcompassfinancial.com
Client types

Overview

North Compass Financial Advisors, LLC is an SEC registered investment adviser headquartered in Grand Rapids, Minnesota. The firm manages $146 million in discretionary assets across individual, high net worth, and retirement-plan accounts, providing investment management, financial planning, and qualified-plan consulting.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

North Compass Financial Advisors, LLC

Platform Details

Investment Preferences

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Address

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