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- Custodian
- Charles Schwab & Company · Newport Trust · Pershing · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
About North American Wealth Advisors Inc.
North American Wealth Advisors is an independent, Jordan, MN-based RIA providing comprehensive financial planning and personalized investment guidance that ties portfolio decisions to clients’ broader life plans. The firm emphasizes long-term, security-focused strategies with ongoing monitoring and discipline, and commonly implements asset-allocation portfolios using mutual funds. Led by CFP/ChFC James R. Casey; custody relationships include Schwab and Pershing.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES RICHARD CASEY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2183077
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $237,322,597 | $1,811,623 |
| Total | $237,322,597 | $1,811,623 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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