North Compass Financial Advisors, LLC

Overview

North Compass Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and lists pension consulting services among its advisory activities. It also operates as an insurance broker and combines a percentage-of-AUM fee model with commission-based compensation. North Compass does not present itself as a capital allocator or an active ESG investor; it is not identified as a multi-state adviser in the source data and the year of SEC registration is not specified.

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Location & Offices