NPF INVESTMENT ADVISORS
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 104683
- Registered since
- January 30, 1984
- Website
- npfinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.43%
- Individuals5.78%
- Corporations / Businesses5.33%
- Charitable Organizations5.06%
- Pension & Profit Sharing Plans1.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
NPF Investment Advisors is an independent registered investment adviser organized as a limited liability partnership and operating since the mid-1980s. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment positioning is equity‑centric. The firm favors exchange‑traded equities and ETFs as core building blocks, while also deploying mutual funds, corporate debt and annuities where client objectives call for income or diversification. NPF Investment Advisors uses private placements to access alternative return streams rather than acting as a capital allocator to third‑party funds. The adviser does not emphasize ESG integration and maintains a single‑state registration posture. NPF was recognized among the Financial Times’ Top 300 RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- State & Local Bonds15%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents8%
- US Government Bonds4%
Owners & executives
1 of 1KURT ARVIDSON
Partner, Chief Investment Officer, Portfolio ManagerCRD 1867408
Contacts
3 of 11TYLER BOSGRAAF
PartnerCRD 5944328
Maria Kuiper
Associate Investment AdvisorCRD 6958218
GLENN HEFNER
Portfolio ManagerCRD 2703453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$705M in ETFs
21%
$144M
1%
$560M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NPF CORE EQUITY ETF (NPFE) | $556M | 22,964,694 | 78.89% |
Location
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 40 Pearl St NW
- Time zone
- ET (UTC-5)
- Office locations
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