Multi-Family OfficeRIA · CRD 146626SEC-Registered

Updated:

North Compass Financial Advisors

NORTH COMPASS FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in GRAND RAPIDS, MN. The firm manages approximately $146 million in regulatory...

North Compass Financial Advisors

NORTH COMPASS FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in GRAND RAPIDS, MN. The firm manages approximately $146 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Grand Rapids

Corporate office

Boston, MA, United States

Sector focus

Wealth ManagementFinancial PlanningPrivate Wealth

Frequently asked questions

What investment stages does North Compass typically target?

The firm's investment stage focus is not publicly documented. Given its wealth management orientation, it probably invests across a broad range of asset classes with a focus on tax-efficient strategies for high-net-worth clients, rather than targeting specific venture stages.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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