NPF Investment Advisors

RIASEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$832K
Accounts
3,233
Employees
18
Advisory reps
13

Firm details

Headquarters
Grand Rapids, Michigan
CRD number
104683
Registered since
January 30, 1984
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

FINTRX

Overview

NPF Investment Advisors is an independent RIA organized as a limited liability partnership. The firm is registered with the SEC and first registered in 1984. Its client mix includes individuals and families as well as institutional clients, and its advisory services center on financial planning and portfolio management for individuals, small businesses, and institutional or corporate clients. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a capital allocator. NPF has been recognized in industry rankings, appearing in the Financial Times’ Top 300 RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, State & Local Bonds 15%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 8%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Non-Investment Grade Corp Bonds 4%57%
  • Exchange Traded Equities57%
  • State & Local Bonds15%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents8%
  • US Government Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$790M in ETFs

Passive

21%

$164M

Active

1%

$626M

ETFProviderStyleCategoryValueShares% of portfolio
NPF CORE EQUITY ETF (NPFE)$622M22,263,29378.78%

Location

Primary office

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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