NORRIS PERNE & FRENCH LLP
Legal name: NPF INVESTMENT ADVISORS
CRD #104683 SEC #801-3475 GRAND RAPIDS, MI 616-459-3421
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
9
Clients
51
Accounts
2,831
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.5B | $0 | 9 | 0 |
| Mar 2024 | $2.4B | $2.4B | $0 | 15 | 0 |
| Mar 2023 | $2B | $2B | $0 | 11 | 0 |
| Apr 2022 | $2.3B | $2.3B | $0 | 11 | 0 |
| Mar 2022 | $2.3B | $2.3B | $0 | 11 | 0 |
| Mar 2021 | $2B | $2B | $0 | 11 | 0 |
| Dec 2020 | $1.7B | $1.7B | $0 | 11 | 0 |
| Jun 2020 | $1.7B | $1.7B | $0 | 11 | 0 |
| Mar 2020 | $1.7B | $1.7B | $0 | 11 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 11 | 0 |
| Jul 2018 | $1.4B | $1.4B | $0 | 10 | 0 |
| Jul 2018 | $1.4B | $1.4B | $0 | 10 | 0 |
| Apr 2018 | $1.4B | $1.4B | $0 | 10 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 11 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 10 | 600 |
| Mar 2017 | $1.2B | $1.2B | $0 | 10 | 600 |
| Mar 2016 | $1.2B | $1.2B | $0 | 11 | 600 |
| Mar 2015 | $1.1B | $1.1B | $0 | 10 | 700 |
| Sep 2014 | $1.1B | $1.1B | $0 | 8 | 700 |
| Jul 2014 | $1.1B | $1.1B | $0 | 8 | 700 |
| Jul 2014 | $1.1B | $1.1B | $0 | 8 | 700 |
| Jul 2014 | $1.1B | $1.1B | $0 | 9 | 700 |
| Feb 2014 | $1.1B | $1.1B | $0 | 9 | 700 |
| Feb 2014 | $1.1B | $1.1B | $0 | 9 | 700 |
| Mar 2013 | $952.5M | $952.5M | $0 | 9 | 800 |
| Feb 2013 | $952.5M | $952.5M | $0 | 9 | 800 |
| Nov 2012 | $879.4M | $879.4M | $0 | 8 | 500 |
| Mar 2012 | $879.4M | $879.4M | $0 | 6 | 500 |
| Feb 2012 | $879.4M | $879.4M | $0 | 6 | 500 |
| Nov 2011 | $835.1M | $835.1M | $0 | 6 | 251 |
| Jun 2011 | $835.1M | $835.1M | $0 | 10 | -- |
| Jun 2011 | $835.1M | $835.1M | $0 | 10 | -- |
| Mar 2011 | $835.1M | $835.1M | $0 | 10 | -- |
| Jun 2010 | $705M | $705M | $0 | 10 | -- |
| Feb 2007 | $578.4M | $578.4M | $0 | 10 | -- |
| Mar 2006 | $534.7M | $534.7M | $0 | 10 | -- |
| Mar 2004 | $491.8M | $491.8M | $0 | 10 | -- |
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients0
DateApr 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients0
DateDec 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients600
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients600
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients600
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients700
DateSep 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients700
DateJul 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients700
DateJul 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients700
DateJul 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients700
DateFeb 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients700
DateFeb 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients700
DateMar 2013
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees9
Clients800
DateFeb 2013
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees9
Clients800
DateNov 2012
Total AUM$879.4M
Discretionary$879.4M
Non-Disc.$0
Employees8
Clients500
DateMar 2012
Total AUM$879.4M
Discretionary$879.4M
Non-Disc.$0
Employees6
Clients500
DateFeb 2012
Total AUM$879.4M
Discretionary$879.4M
Non-Disc.$0
Employees6
Clients500
DateNov 2011
Total AUM$835.1M
Discretionary$835.1M
Non-Disc.$0
Employees6
Clients251
DateJun 2011
Total AUM$835.1M
Discretionary$835.1M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$835.1M
Discretionary$835.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$835.1M
Discretionary$835.1M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$705M
Discretionary$705M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$578.4M
Discretionary$578.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$534.7M
Discretionary$534.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$491.8M
Discretionary$491.8M
Non-Disc.$0
Employees10
Clients--