NPF INVESTMENT ADVISORS

Legal name: NORRIS PERNE & FRENCH LLP

CRD 104683File 801-3475

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.69B

Top 25% of cohort (national)

Discretionary AUM

$2.69B

Clients

993

3,233 accounts

Employees

Top 10% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: CHRO
Registration date: Jan 30, 1984
Principal office: 40 PEARL ST., NW, SUITE 500, GRAND RAPIDS, MI, 49503-3026
Phone: 616-459-3421
Website: HTTP://WWW.NORRISPERNE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.69B
Discretionary AUM: $2.69B
Non-discretionary AUM: $0
Discretionary accounts: 3,233
Non-discretionary accounts: 0
Total accounts: 3,233
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	21	$143.5M
Charitable organizations	28	$136.2M
High net worth individuals	537	$2.22B
Pension and profit sharing plans	6	$37.8M
Individuals (other than high net worth individuals)	401	$155.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.