North Compass Financial Advisors, LLC

Overview

North Compass Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines percentage-of-AUM advisory relationships with commission-based business and also operates as an insurance broker. Its advisory services include portfolio management for individuals and small businesses and pension consulting. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices