SourcingSourcing

NORDBERG & VANDENBERG, INC.

C17
CRD 142957·SEC 801-67692·EAST LANSING, MI
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORDBERG & VANDENBERG, INC.
CRD
142957
SEC file #
801-67692
EIN
—
DBA names
Nordberg & Vandenberg, Inc.

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
EAST LANSING MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NORDBERG, ERIC, GARRARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NORDBERG, ERIC, GARRARD
VANDENBERG, CURTIS, LEE
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2902
Soi Zip Pct 200k Plus
0.1031
Soi Zip Returns 200k Plus
1880
Soi Zip Total AGI
1,836,630
Fdic Zip Total Deposits
43,676,179,000
Fdic Zip Branch Count
419
Fdic Zip Top Banks
First National Bank of America
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First of America Bank-CentralEast Lansing, MI
First of America Bank-CentralEast Lansing, MI
Fdic Zip HHI
2923.16
Fdic Zip Top Bank Share Pct
52.3
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI65,836
Returns5,640
Stub 2
AGI123,510
Returns3,430
Stub 3
AGI139,998
Returns2,270
Soi Zip Total Business Income
60,577
Soi Zip Total Cap Gains
70,801
Soi Zip Total Dividends
50,645
Soi Zip Total Returns
18,230
Top Owner CRD
2056510

People (2)

2
ERIC GARRARD NORDBERG
Direct Owner · 62.5%
2056510
CURTIS LEE VANDENBERG
Direct Owner · 62.5%
1929395