North Compass Financial Advisors, LLC
North Compass Financial Advisors, LLC is an SEC-registered mass-market adviser with $146.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns North Compass Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146626, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $146.0M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 308
- CRD
- 146626
- Ownership
- ANICH, DALE, ALAN; NIKKEL, RAYMOND, LEE; CARLSON, RONALD, DEAN; TOGATCHNIK, BRUCE; POGATCHNIK, BRUCE
How much AUM does North Compass Financial Advisors, LLC have?
North Compass Financial Advisors, LLC reported $146.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns North Compass Financial Advisors, LLC?
Disclosed owners and executives of North Compass Financial Advisors, LLC include ANICH, DALE, ALAN, NIKKEL, RAYMOND, LEE, CARLSON, RONALD, DEAN, TOGATCHNIK, BRUCE, POGATCHNIK, BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.