FormDSignal
71

North Compass Financial Advisors, LLC registers with the SEC (Grand Rapids, MN)

New SEC-registered adviser · CRD 146626 · 801-136532 · effective 2026-08-05

Effective 2026-08-05. 4 employees (3 advisory), $146M regulatory AUM across 600 accounts. Notice-filed in MN, FL. Limited Liability Company (MN).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance