NPF Investment Advisors

RIASEC Registered

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$832K

Accounts

3,233

Employees

Advisory reps

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

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.