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North American Wealth Advisors Inc.

● SEC registered since 2018CRD 297057SEC# 801-113619Jordan, MN
Export (members)
Reg. AUM
$181.9M
Employees
2
Accounts
112
Location
Jordan, MN

North American Wealth Advisors Inc. assets under management

North American Wealth Advisors Inc. is an investment advisory firm registered with the SEC based in Jordan, MN. The firm has been registered since 2018. It reports $181.9 million in regulatory assets under management and employs 2 people.
www.nawadvisor.comView on SEC.gov ↗

North American Wealth Advisors Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Richard Casey ControlCeo, Chief Compliance Officer, ShareholderOver 75%2018

Frequently asked questions

How much does North American Wealth Advisors Inc. manage?

North American Wealth Advisors Inc. reports $181.9 million in regulatory assets under management on its Form ADV.

How many employees does North American Wealth Advisors Inc. have?

North American Wealth Advisors Inc. reports 2 employees.

Where is North American Wealth Advisors Inc. located?

North American Wealth Advisors Inc. is based in Jordan, MN and has been SEC-registered since 2018.

Does North American Wealth Advisors Inc. disclose fund performance?

North American Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address224 Water Street, Jordan, MN 55352
Phone(952) 492-3500
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$181.9M
Total (RAUM)$181.9M