NORTH AMERICAN WEALTH ADVISORS INC.

RIASEC RegisteredEst. 2018

Total AUM

$237M

Discretionary

0% of AUM

Avg account

$1.8M

Accounts

131

Employees

Advisory reps

Firm details

Headquarters: JORDAN, Minnesota
CRD number: 297057
Registered since: July 13, 2018
Website: nawadvisor.com
Custodians: STATE STREET BANK AND TRUST COMPANY, NEWPORT TRUST CO, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans49.98%
Other24.67%
HNWI21.39%
Individuals3.96%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

North American Wealth Advisors Inc. is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual principal. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory focus is portfolio management for individuals and small businesses and the selection of other advisers, and it identifies itself as a capital allocator. The firm does not list ESG investing as an active focus and is not designated as a multi-state adviser.