SourcingSourcing

NORRIS PERNE & FRENCH LLP

C40
CRD 104683·SEC 801-3475·GRAND RAPIDS, MI
AUM
$2.69B
$1B+
Est. Revenue
$26.9M
@ 1% on AUM
Est. EBITDA
$8.1M
@ 30% margin
Est. Deal Value
$64.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORRIS PERNE & FRENCH LLP
CRD
104683
SEC file #
801-3475
EIN
—
DBA names
Npf Investment Advisors

Economics

AUM
$2.69B
AUM band
$1B+
AUM trajectory
'20'26
$1.41B → $2.69B▲ +91%
Client mix
Individuals High Net Worth537
Individuals Other401
Charitable Organizations28
Corporations21
Pension Profit Sharing Plans6

Operations

Employees (total)
18
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
8 advisors → 13 advisors▲ +63%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
norrisperne.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARVIDSON, KURT, MARVIN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
ARVIDSON, KURT, MARVIN
DUTCHER, CHARLES, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NORRISPERNE.COM
Rdap Domain Creation Date
1997-03-27T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,345
Form 5500 Compensation Trajectory 3y
202515,345
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,345
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-28T04:00:00Z
Rdap Domain Last Changed
2026-03-28T12:45:41Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1867408
Trust Company Affiliate
No

People (12)

12
DUTCHER, CHARLES, LOUIS
IAR · Direct Owner · 37.5%
5760827
ARVIDSON, KURT, MARVIN
IAR · Direct Owner · 37.5%
1867408
BOSGRAAF, TYLER, JAY
IAR · Direct Owner · 17.5%
5944328
LUPO, DANIEL, JASON
IAR · Direct Owner · 17.5%
6723031
HODGE, DAVID, STEVEN
IAR · Direct Owner · 17.5%
5490136
GLENN PATRICK HEFNER
IAR
2703453
Pedro Gomes
IAR
8110889
Lukas Lindhout
IAR
7932024
DAVID TIMOTHY DOPPEL
IAR
6626977
Maria Kay Kuiper
IAR
6958218
DANIEL PAUL MICHAUD
IAR
6493927
LAUREN M BRENNAN
IAR
6358672