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Van der Noord Financial Advisors, Inc.

● SEC registered since 2021CRD 135556SEC# 801-120664Greer, SC
Export (members)
Reg. AUM
$152M
Employees
4
Accounts
372
Location
Greer, SC

Van der Noord Financial Advisors, Inc. assets under management

Van der Noord Financial Advisors, Inc. is an SEC-registered investment adviser based in Greer, SC. The firm has been registered since 2021. It reports $152 million in regulatory assets under management and employs 4 people.

Van der Noord Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Thomas GerdtShareholder10-25%2019
Richard Vandernoord ControlPresident, Owner, CcoOver 75%1997

Frequently asked questions

How much does Van der Noord Financial Advisors, Inc. manage?

Van der Noord Financial Advisors, Inc. reports $152 million in regulatory assets under management on its Form ADV.

How many employees does Van der Noord Financial Advisors, Inc. have?

Van der Noord Financial Advisors, Inc. reports 4 employees.

Where is Van der Noord Financial Advisors, Inc. located?

Van der Noord Financial Advisors, Inc. is based in Greer, SC and has been SEC-registered since 2021.

Does Van der Noord Financial Advisors, Inc. disclose fund performance?

Van der Noord Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressThe Village at Thornblade, 420 the Parkway, Suite G2, Greer, SC 29650
Phone864-801-1977
Fax864-879-4033
Office hours9a.m.-5p.m. Est
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$152M▲ 14%
Jan '25 — $133.8MFeb '25 — $133.8MMar '25 — $133.8MApr '25 — $133.8MMay '25 — $133.8MJun '25 — $133.8MJul '25 — $133.8MAug '25 — $133.8MSep '25 — $133.8MOct '25 — $133.8MNov '25 — $133.8MDec '25 — $133.8MJan '26 — $152MFeb '26 — $152MMar '26 — $152MApr '26 — $152MMay '26 — $152MJun '26 — $152M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$152Mregulatory AUM
Discretionary $148.7MNon-discretionary $3.3M