Investment adviser · CRD 135556
VAN DER NOORD FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
GREER, SC, United States · Form ADV filed Jan 14, 2026
- Regulatory AUM
- $152M Form ADV · Item 5.F
- Client accounts
- 372 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $123,605,631 | 81.3% |
| Individuals | 68 | $24,896,711 | 16.4% |
| Retirement plans | Fewer than 5 | $3,309,119 | 2.2% |
| Charities | Fewer than 5 | $197,601 | 0.1% |
Filing source
Form ADV 2038811 · Jan 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
THE VILLAGE AT THORNBLADE, 420 THE PARKWAY, SUITE G2GREER, SC, 29650, United States
CRD 135556
Filing source
Form ADV 2038811 · Jan 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.