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NPF INVESTMENT ADVISORS

NORRIS PERNE & FRENCH LLP

CRD 104683 · SEC 801-3475

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40 PEARL ST., NW, SUITE 500, GRAND RAPIDS, MI, 49503-3026, United States

Phone

616-459-3421

Fax

616-459-5369

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.69B

Discretionary AUM

$2.69B

Team

18 total employees; 13 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Partnership

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTATION SERVICES

Client types

TypeClientsAUM
Individuals401$155.4M
High net worth individuals537$2.22B
Pension/profit sharing plans6$37.8M
Charitable organizations28$136.2M
Corporations/business entities21$143.5M

States served

AZ, AR, CA, CO, GA, ID, IL, IN, LA, MA, MI, NJ, NM, NY, NC, OH, PA, SC, TN, UT, VA, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD