Norris Perne & French is an investment advisor in Grand Rapids with $2.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
381796242
SEC advisor number
801-3475
FINRA CRD number
104683
AUM ?
$2.31 bn
(as of 13 Apr 22)
Accounts
2,157
(as of 13 Apr 22)
Employees
11
(8 investment advisory or research)
Address
Norris Perne & French
40 PEARL ST NW
STE 300
GRAND RAPIDS
MI 49503
40 PEARL ST NW
STE 300
GRAND RAPIDS
MI 49503
Office hours
Monday - Friday, 8:30 AM - 5:00PM (EST)
Phone
6164593421
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Arvidson, Kurt, Marvin | Limited Partner | 01/2002 | 25-50% |
Dutcher, Charles, Louis | Limited Partner | 07/2014 | 25-50% |
Wisentaner, John, Francis | Limited Partner | 07/2014 | 10-25% |
Lupo, Daniel, Jason | Limited Partner | 01/2019 | 10-25% |
Hodge, David, Steven | Chief Compliance Officer/limited Partner | 01/2020 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22