Overview
Assets Under Management: $152 million
Headquarters: GREER, SC
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
VAN DER NOORD FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135556), VAN DER NOORD FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
VAN DER NOORD FINANCIAL ADVISORS, INC. is headquartered in GREER, SC.
VAN DER NOORD FINANCIAL ADVISORS, INC. serves 58 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, VAN DER NOORD FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VAN DER NOORD FINANCIAL ADVISORS, INC. manages $152 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, VAN DER NOORD FINANCIAL ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 372
Discretionary Accounts: 371
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 135556
Filing ID: 2038811
Last Filing Date: 2026-01-14 10:22:23