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NORTH AMERICAN WEALTH ADVISORS INC.
NORTH AMERICAN WEALTH ADVISORS INC.
JORDAN, Minnesota
·
1 registered advisor
·
CRD# 297057
SEC# 801-113619
0
(952) 492-3500
01
Firm Overview
AUM
$182M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at NORTH AMERICAN WEALTH ADVISORS INC.
1 registered advisor
James Richard Casey
JORDAN, Minnesota
CRD# 2183077
05
Office Locations
JORDAN, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. NORTH AMERICAN WEALTH ADVISORS INC. (CRD# 297057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.