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Norris Perne & French

Company Profile

Company profile

Website

www.norrisperne.com

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

Office hours

Monday - Friday, 8:30 AM - 5:00PM (EST)

Phone

6164593421

Brochures

Norris Perne & French Disclosure Document (27 Mar 23)

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

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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