Norris Perne & French Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Norris Perne & French, federally registered in 1984, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 8 advisors. Norris Perne & French manages $1.4 billion and provides investment advisory services for 822 clients (1:103 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,712,729
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:103
Headquarters Grand Rapids, MI
SEC Filings Forms and Brochures    (CRD # 104683)
State(s) Registered AZ, AR, CA, CO, FL, GA, ID, IL, IN, MA, MI, NJ, NY, NC, OH, PA, TN, TX, VA, WI

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