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Building 2NPF INVESTMENT ADVISORS

Map pinGRAND RAPIDS, MI
Phone616-459-3421
NotebookSEC #801-3475
Total AUM
$2.7B
Employees
18
Clients
993

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 PEARL ST., NW, SUITE 500
GRAND RAPIDS
MI 49503-3026
United States
Operating Hours
8:30 AM - 5:00PM (EST)
Monday - Friday
Phone
616-459-3421

ReceiptFinancials

Total AUM
$2.7B
Accounts
3,233
Discretionary
$2.7B
Accounts
3,233
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
401
AUM
$155.4M
HNW Individual Clients
537
AUM
$2.2B
Pension/Profit Sharing Plan Clients
6
AUM
$37.8M
Charitable Organization Clients
28
AUM
$136.2M
Corporation or Business Clients
21
AUM
$143.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIDILINLAMAMINCNHNJNMNYOHPASCTNTXUTVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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