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 in continuous SEC registration since 1984. The firm manages assets for both individual and family clients as well as institutional accounts, and its services include financial planning plus discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Ownership is held by an individual principal and the firm charges a mix of percentage-of-assets, hourly, and fixed-fee arrangements. NPF does not identify as an active ESG investor, is not a multi-state adviser in its filing, and does not act as a capital allocator or pension consultant. The firm received placement on the Financial Times’ Top 300 RIA Firms list 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 1
Kurt Arvidson
Partner, Chief Investment Officer, Portfolio ManagerCRD 1867408
Contacts
3 of 11
Tyler 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 35Active vs passive
$805M in ETFs
21%
$165M
1%
$640M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NPF CORE EQUITY ETF (NPFE) | $636M | 22,911,037 | 78.99% |
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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