NPF INVESTMENT ADVISORS
NORRIS PERNE & FRENCH LLP Legal Name
Adviser information for NPF INVESTMENT ADVISORS last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 15 |
---|---|
Investment Advisory/Research | 9 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 9 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2,599 | $2.4B |
Non-Discretionary | 0 | $0 |
Total | 2,599 | $2.4B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 329 | $133.8M |
HNW Individuals | 474 | $1.9B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 8 | $38.1M |
Charitable organizations | 29 | $183.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 18 | $86.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTATION SERVICES |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
40 PEARL ST., NW, SUITE 500GRAND RAPIDS
MI
United States
Monday - Friday, 8:30 AM - 5:00PM (EST)
Tel: 616-459-3421, Fax: 616-459-5369
Chief Compliance Officer
DAVID HODGE
INVESTMENT ADVISOR
40 PEARL STREET NW
SUITE 500
GRAND RAPIDS
MI
United States
Tel:
616-459-3421
Fax:
616-459-5369
D*****@************M
(Full email address available in API data)
Regulatory Contact
JASON STROCKIS
COMPLIANCE MANAGER
40 PEARL STREET NW
SUITE 500
GRAND RAPIDS
MI
United States
Tel:
616-459-3421
Fax:
616-459-5369
J********@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ARVIDSON, KURT, MARVIN | Individual | – | LIMITED PARTNER | 01/2002 | 25-50% |
DUTCHER, CHARLES, LOUIS | Individual | – | LIMITED PARTNER | 07/2014 | 25-50% |
LUPO, DANIEL, JASON | Individual | – | LIMITED PARTNER | 01/2019 | 10-25% |
HODGE, DAVID, STEVEN | Individual | – | CHIEF COMPLIANCE OFFICER/LIMITED PARTNER | 01/2020 | 10-25% |
BOSGRAAF, TYLER, JAY | Individual | – | LIMITED PARTNER | 01/2023 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON.COM INC | Stock | 39M | 202K | 0 |
POWERSHARES QQQ TR | ETF | 244K | 510 | 0 |
STARBUCKS CORP | Stock | 336K | 4K | 0 |
ISHARES GOLD TRUST ETF | ETF | 804K | 18K | 0 |
HUBBELL INC COM | Stock | 243K | 664 | 0 |
JOHNSON & JOHNSON COM | Stock | 23M | 154K | 0 |
LKQ CORP COM | Stock | 349K | 8K | 0 |
WASTE MANAGEMENT INC | Stock | 3M | 12K | 0 |
COSTCO WHOLESALE CORP | Stock | 6M | 7K | 0 |
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | Stock | 18M | 354K | 0 |
PROCTER AND GAMBLE CO COM | Stock | 492K | 3K | 0 |
COCA COLA CO COM | Stock | 721K | 11K | 0 |
MARRIOTT INTL INC | Stock | 209K | 864 | 0 |
VANGUARD REIT INDEX ETF | ETF | 394K | 5K | 0 |
NETFLIX COM INC | Stock | 658K | 975 | 0 |
PAYCHEX INC | Stock | 647K | 5K | 0 |
PACCAR INC COM | Stock | 10M | 95K | 0 |
WELLS FARGO & CO 7.5 PFD L | Convertible Preferred | 6M | 5K | 0 |
MERCK & CO INC | Stock | 25M | 203K | 0 |
SPDR S&P 500 ETF TRUST | ETF | 647K | 1K | 0 |
MASTERCARD INC | Stock | 452K | 1K | 0 |
ILLINOIS TOOL WKS INC COM | Stock | 15M | 62K | 0 |
NORDSON CORP COM | Stock | 14M | 60K | 0 |
TYLER TECHNOLOGIES INC COM | Stock | 11M | 21K | 0 |
OPKO HEALTH INC | Stock | 31K | 25K | 0 |
BLUEBIRD BIO INC COM | Stock | 10K | 10K | 0 |
VERIZON COMMUNICATIONS | Stock | 262K | 6K | 0 |
SHERWIN WILLIAMS CO COM | Stock | 10M | 32K | 0 |
PEPSICO INC COM | Stock | 916K | 6K | 0 |
FORD MOTOR COMPANY | Stock | 809K | 65K | 0 |
HOME DEPOT | Stock | 18M | 54K | 0 |
AUTOMATIC DATA PROCESSING INC COM | Stock | 205K | 857 | 0 |
VERISK ANALYTICS INCCL A | Stock | 19M | 71K | 0 |
SPDR GOLD SHARES ETF | ETF | 218K | 1K | 0 |
SOUTHERN CO COM | Stock | 30M | 392K | 0 |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 2M | 6K | 0 |
AON CORP | Stock | 314K | 1K | 0 |
LINCOLN ELEC HLDGS INC COM | Stock | 487K | 3K | 0 |
ISHARES S&P SMALLCAP 600 ETF | ETF | 12M | 114K | 0 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 55M | 135K | 0 |
ADOBE SYS INC | Stock | 25M | 45K | 0 |
ALPHABET INC. | Stock | 75M | 414K | 0 |
FISERV INC | Stock | 271K | 2K | 0 |
CSX CORP | Stock | 284K | 8K | 0 |
MICROSOFT | Stock | 103M | 230K | 0 |
SS&C TECHNOLOGIES HLDGS INC COM | Stock | 18M | 281K | 0 |
SCHLUMBERGER LTD COM STK | Stock | 213K | 5K | 0 |
BERKSHIRE HATHAWAY INC DEL CL A | Stock | 612K | 1 | 0 |
COPART INC | Stock | 2M | 31K | 0 |
VANGUARD SMALL CAP ETF | ETF | 434K | 2K | 0 |
VANGUARD MID CAP | ETF | 233K | 962 | 0 |
VANGUARD LARGE-CAP ETF | ETF | 262K | 1K | 0 |
NIKE INC CLASS B | Stock | 8M | 107K | 0 |
LINDE PLC SHS | Stock | 37M | 83K | 0 |
NORFOLK SOUTHERN CRP | Stock | 556K | 3K | 0 |
AMPHENOL CORP CL A | Stock | 466K | 7K | 0 |
DOLLAR TREE STORES INC | Stock | 15M | 136K | 0 |
FIFTH THIRD BANCORP | Stock | 301K | 8K | 0 |
AVANTOR INC COM | Stock | 10M | 489K | 0 |
CONSOLIDATED EDISON INC COM | Stock | 213K | 2K | 0 |
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD | ETF | 601K | 3K | 0 |
ISHARES MSCI EAFE GROWTH INDEX ETF | ETF | 4M | 40K | 0 |
ELI LILLY & CO COM | Stock | 404K | 446 | 0 |
FIRST MERCHANTS CORP | Stock | 251K | 8K | 0 |
DUKE ENERGY CORP NEW COM NEW | Stock | 346K | 3K | 0 |
QUANTA SVCS INC COM | Stock | 24M | 93K | 0 |
COHERENT CORP | Stock | 30M | 419K | 0 |
GENTEX CORP | Stock | 709K | 21K | 0 |
VISA INC | Stock | 32M | 124K | 0 |
CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 3M | 309K | 0 |
ALLISON TRANSMISSION HLDGS INC COM | Stock | 24M | 319K | 0 |
VANGUARD GROWTH ETF | ETF | 5M | 14K | 0 |
L3HARRIS TECHNOLOGIES INC COM | Stock | 22M | 97K | 0 |
CHENIERE ENERGY INC COM NEW | Stock | 36M | 205K | 0 |
ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 16M | 51K | 0 |
ISHARES TR S&P 1500 INDEX FD | ETF | 2M | 17K | 0 |
ASML HOLDING NV - NY REG SHS | ADR | 223K | 218 | 0 |
EPAM SYSTEMS INC | Stock | 10M | 53K | 0 |
MONDELEZ INTL INC CL A | Stock | 201K | 3K | 0 |
QUALYS INC COM | Stock | 16M | 110K | 0 |
MOODYS CORP | Stock | 22M | 53K | 0 |
NOVARTIS AG ADR | ADR | 259K | 2K | 0 |
ISHARES CORE MSCI EAFE | ETF | 318K | 4K | 0 |
MILLERKNOLL INC COM | Stock | 203K | 8K | 0 |
NVIDIA CORP | Stock | 2M | 15K | 0 |
BALL CORP COM | Stock | 17M | 287K | 0 |
ABBVIE INC COM | Stock | 461K | 3K | 0 |
VANGUARD FTSE ALL-WORLD EX-US | ETF | 1M | 18K | 0 |
KENVUE INC COM | Stock | 10M | 554K | 0 |
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | ADR | 239K | 1K | 0 |
CHURCH & DWIGHT INC | Stock | 788K | 8K | 0 |
STRYKER CORP | Stock | 915K | 3K | 0 |
QUALCOMM INC COM | Stock | 321K | 2K | 0 |
FASTENAL CO | Stock | 19M | 295K | 0 |
INTUITIVE SURGICAL, INC. | Stock | 664K | 1K | 0 |
DOVER CORP COM | Stock | 248K | 1K | 0 |
CISCO SYS INC | Stock | 276K | 6K | 0 |
CDW CORP COM | Stock | 12M | 54K | 0 |
MOTOROLA SOLUTIONS INC COM NEW | Stock | 21M | 55K | 0 |
ISHARES S&P 500 INDEX | ETF | 35M | 64K | 0 |
UNION PAC CORP COM | Stock | 21M | 92K | 0 |
ECOLAB INC COM | Stock | 32M | 135K | 0 |
CHARLES RIVER LABS HLDG | Stock | 27M | 131K | 0 |
DOLBY LABORATORIES INC | Stock | 9M | 109K | 0 |
THERMO FISHER SCIENTIFIC INC COM | Stock | 20M | 36K | 0 |
LOCKHEED MARTIN CORP | Stock | 423K | 905 | 0 |
JPMORGAN CHASE & CO. COM | Stock | 2M | 11K | 0 |
CHEVRON CORP NEW COM | Stock | 369K | 2K | 0 |
CONOCOPHILLIPS COM | Stock | 499K | 4K | 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 12M | 251K | 0 |
DANAHER CORP | Stock | 20M | 81K | 0 |
TJX COS INC NEW COM | Stock | 14M | 132K | 0 |
BANK AMERICA CORP COM | Stock | 213K | 5K | 0 |
WALMART INC COM | Stock | 688K | 10K | 0 |
INTL BUSINESS MACHINES | Stock | 551K | 3K | 0 |
ORACLE CORPORATION | Stock | 800K | 6K | 0 |
RTX CORPORATION COM | Stock | 455K | 5K | 0 |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 6M | 133K | 0 |
TEXAS INSTRS INC COM | Stock | 21M | 107K | 0 |
KLA CORPORATION | Stock | 18M | 22K | 0 |
ALPHABET INC CAP STK CL C | Stock | 5M | 29K | 0 |
MACATAWA BANK CORP | Stock | 205K | 14K | 0 |
APPLIED MATLS INC COM | Stock | 46M | 196K | 0 |
CANADIAN NATIONAL RAILWAY CO | Stock | 238K | 2K | 0 |
CATALENT INC COM | Stock | 17M | 305K | 0 |
TRIMBLE INC COM | Stock | 15M | 259K | 0 |
ISHARES S&P MIDCAP 400 GROWTH INDEX | ETF | 376K | 4K | 0 |
HUBSPOT INC COM | Stock | 20M | 34K | 0 |
MARKETAXESS HLDGS INC COM | Stock | 7M | 36K | 0 |
BK OF AMERICA CORP 7.25 CNV PFD L IG | Convertible Preferred | 512K | 428 | 0 |
SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 217K | 4K | 0 |
PARKER-HANNIFIN CORP COM | Stock | 346K | 685 | 0 |
FIDELITY TOTAL BOND ETF | ETF | 1M | 23K | 0 |
FIDELITY LIMITED TERM BOND ETF | ETF | 503K | 10K | 0 |
FIDELITY CORPORATE BOND ETF | ETF | 415K | 9K | 0 |
ISHARES RUSSELL 3000 ETF | ETF | 7M | 23K | 0 |
EXXON MOBIL CORP COM | Stock | 716K | 6K | 0 |
NOVO-NORDISK A/S ADR ADR CMN | ADR | 225K | 2K | 0 |
ISHARES CORE S&P MID CAP ETF | ETF | 15M | 260K | 0 |
APPLE INC | Stock | 18M | 85K | 0 |
ABBOTT LABS COM | Stock | 24M | 229K | 0 |
VANGUARD TOTAL WORLD STOCK ETF | ETF | 360K | 3K | 0 |
MARSH & MCLENNAN COS INC COM | Stock | 380K | 2K | 0 |
ISHARES RUSSELL 1000 VALUE ETF | ETF | 5M | 26K | 0 |