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NPF INVESTMENT ADVISORS

GRAND RAPIDS, MI · CRD 104683 · IAPD ↗ · norrisperne.com · 616-459-3421

$2.69BRegulatory AUM
13Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — NPF INVESTMENT ADVISORS notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — NPF INVESTMENT ADVISORS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2026 — NPF INVESTMENT ADVISORS grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — NPF INVESTMENT ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.