CRD: 146626
North Compass Financial Advisors, LLC
$146.0M Total AUM
$146.0M Disc. AUM
-- 3Y CAGR
4 Employees
311 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 08-26-2008
- Office Locations
- 1
Office Locations
21 NE 5TH Street, Suite 301 Grand Rapids MN
About North Compass Financial Advisors, LLC
North Compass Financial Advisors LLC is a planning-led RIA serving individuals, families, and businesses with holistic financial planning, retirement and tax strategies, estate/charitable and 529 planning, and insurance support. Portfolios emphasize asset allocation and active management using mutual funds and ETFs, with access through custodians such as Fidelity/NFS and Voya.
Team overview
-- AVG AGE
$48.7M AVG AUM / ADVISOR
$469.3K AVG AUM / CLIENT
9.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Asset Classes
Matrix radial Wave
Custodian
Ember Focus prime Optima signal Unison matrix Crest
Investment Themes
Oak Ridge Matrix
Investment Vehicles
Beacon glacier Summit
Platform
Signal delta
Services
Vertex meridian Prime Wave legacy Vertex North insight Optima Crest Focus
Technology
Glacier
Owner & Executives
RAYMOND LEE NIKKEL
Chief Compliance Officer, Managing Member
- CRD
- #1833934
- Ownership
- Less than 5%
(721) 867-6069
alpha.momentum@legacycapital.com
in linkedin.com/in/eagle-oak
Showing 1 of 1 owners & executives
Unlock allContacts
SHANE PATRICK SKELLY
--
- CRD
- #5471944
(679) 322-9689
value.horizon@optimacapital.com
in linkedin.com/in/wave-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,961,708 | $94,384 |
| Non-Discretionary | $0 | -- |
| Total | $145,961,708 | $94,384 |
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Separately Managed Accounts
Total SMA Asset: $145,961,708
Public Funds:
49.9% Cash:
31.9% Private Funds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $975,597,921 | 49.9% |
| Cash | $623,678,832 | 31.9% |
| Private Funds | $355,829,302 | 18.2% |
| Total | $1,955,106,055 | 100.0% |