MAGNETIC NORTH ADVISORS

6900 Wedgwood Road N
Suite 465
Maple Grove, Minnesota 55311
Tel: 763-543-3803

About MAGNETIC NORTH ADVISORS

MAGNETIC NORTH ADVISORS, formally registered with the SEC as MAGNETIC NORTH ADVISORS. The firm was established in 10/19/2020. They have over 2 offices throughout the country.

MAGNETIC NORTH ADVISORS is a Maple Grove, Minnesota based Financial Planning firm with nearly $480,759,306 assets under management, offering retirement planning & investment advisory services to 1580 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309628
SEC#	801-119662
Assets Managed by Firm	$480,759,306
No. of Clients	1580
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1580	$480,759,306
Individuals (other than high net worth individuals)	481	$165,908,772
High net worth individuals	161	$312,235,613
Charitable organizations	2	$1,202,780
Corporations or other businesses	2	$1,412,141

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
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
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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