NORTH AMERICAN WEALTH ADVISORS INC.

224 Water Street
Jordan, Minnesota 55352
Tel: (952) 492-3500

About NORTH AMERICAN WEALTH ADVISORS INC.

NORTH AMERICAN WEALTH ADVISORS INC, formally registered with the SEC as NORTH AMERICAN WEALTH ADVISORS INC. The firm was established in 07/13/2018. They have over 1 offices throughout the country.

NORTH AMERICAN WEALTH ADVISORS INC. is a Jordan, Minnesota based Financial Planning firm with nearly $181,766,218 assets under management, offering retirement planning & investment advisory services to 107 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297057
SEC#	801-113619
Assets Managed by Firm	$181,766,218
No. of Clients	107
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	107	$181,766,218
Individuals (other than high net worth individuals)	52	$11,344,977
High net worth individuals	20	$28,365,472
Pension and profit sharing plans	Fewer than 5 clients	$82,046,173

More Retirement Planning firms in Jordan, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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