|
⚲
|
| Keyboard |
| van der Noord Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 135556 |
| SEC # | 801-120664 |
| CIK # | |
| AUM | 152.0 M (2026-01-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 864-801-1977 |
| Address | The Village at Thornblade Greer, SC 29650 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 24.9 |
| (b) Individuals (high net worth individuals) | 58 | 123.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 372 | 152.0 |
| By Discretionary | ||
| Discretionary | 371 | 148.7 |
| Non-Discretionary | 1 | 3.3 |
| Total | 372 | 152.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.0 | |
| Total | 372 | 152.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northlanding Financial Partners LLC
✚
|
NY | 152.2 M |
|
Wellspring Advisors Inc
✚
|
OR | 152.2 M |
|
Dimensions Wealth Management LLC
✚
|
CA | 152.1 M |
|
Terra Wealth Management LLC
✚
|
NC | 152.0 M |
|
Chromecore LLC
✚
|
CA | 152.0 M |
|
Infinity Wealth Counsel LLC
✚
|
OH | 151.9 M |
|
The RENN Wealth Management Group Inc
✚
|
GA | 151.9 M |
|
Apple Tree Asset Management LLC
✚
|
IN | 151.9 M |
|
Providence Wealth Management LLC
✚
|
TN | 151.8 M |
|
Delta Wealth Advisors LLC
✚
|
151.8 M |