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North Compass Financial Advisors, LLC

CRD 146626SEC# 801-136532Grand Rapids, MN
Export (members)
No longer SEC-registered. North Compass Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$146M
Employees
4
Accounts
600
Location
Grand Rapids, MN

North Compass Financial Advisors, LLC assets under management

North Compass Financial Advisors, LLC operates as an SEC-registered investment adviser based in Grand Rapids, MN. It reports $146 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

North Compass Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
North Compass Financial Advisors, Inc. ControlMemberOver 75%2008
Raymond Lee Nikkel ControlManaging Member And Chief Compliance OfficerUnder 5%2008
Raymond Lee Nikkel ControlOwnerOver 75%2008

Frequently asked questions

How much does North Compass Financial Advisors, LLC manage?

North Compass Financial Advisors, LLC reports $146 million in regulatory assets under management on its Form ADV.

How many employees does North Compass Financial Advisors, LLC have?

North Compass Financial Advisors, LLC reports 4 employees.

Where is North Compass Financial Advisors, LLC located?

North Compass Financial Advisors, LLC is based in Grand Rapids, MN.

Does North Compass Financial Advisors, LLC disclose fund performance?

North Compass Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21 NE 5th Street, Suite 301, Grand Rapids, MN 55744
Office hours8:30 a.m. To 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$146M
Non-discretionary$0
Total (RAUM)$146M