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 individuals/families and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger institutions. Its fees are charged in a mix of AUM-based percentages, hourly rates and fixed fees. NPF does not identify as an active ESG investor, is not multi-state registered, and does not act as a separate capital allocator. The firm was included in the Financial Times’ Top 300 RIA list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Charles Dutcher
Partner, Portfolio ManagerCRD 5760827
Maria Kuiper
Associate Investment AdvisorCRD 6958218
Daniel Lupo
Partner, Investment AdvisorCRD 6723031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$975M in ETFs
34%
$330M
1%
$644M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NPF CORE EQUITY ETF (NPFE) | $636M | 22,911,037 | 65.27% |
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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