Nrp Financial, Inc. (Bryan)

Name: Nrp Financial, Inc.
Address: 677 N. Main, Bryan, OH, 43506
Telephone: 419-636-4677

Nrp Financial, Inc. is a large advisory firm based in Bryan. It manages $242.14 million of regulatory assets for 701 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 45 other states.

Nrp Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nrp Financial: assets under management

The assets under management (AUM) of Nrp Financial, Inc. is $242.14 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $125.26 million in discretionary accounts and $116.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $354.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $335.86 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nrp Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nrp Financial, Inc.

Richard Alan Winge has been acting as President since 1 Mar 2007. John Matsumoto joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Earl Clifford Iii Oberlin	Ceo, director and finop	1 Apr 2000	Other	847192
Donald Leslie Gruver	Crop	1 Sep 2004	Other	2266415
Jeffrey Vernon Gery	Chief compliance officer, coo and srop	1 Jan 2006	Other	2072202
Inc National Retirement Partners	Shareholder	1 Mar 2007	75% - 100%	20-3832996
Richard Alan Winge	Director	1 Mar 2007	Other	829414
Robert Larry Francis	Director	1 Mar 2007	Other	1150785
Brian Cameron Carlson	Director	1 Mar 2007	Other	3062835
Robert Michael Fitzgerald	Director	1 Mar 2007	Other	xxx-xx-xxxx
Mari Ann Ivan	Secretary	1 Mar 2007	Other	3190019
Richard Alan Darian	Director	1 Jun 2007	Other	1356488
Bruce Nye	Director	1 Jun 2007	Other	xxx-xx-xxxx
Dan Bernard North	Finop	1 Apr 2008	Other	4986217
L. Craig Smith	Director	1 Jun 2008	Other	xxx-xx-xxxx
John Matsumoto	Chief compliance officer	1 Apr 2009	Other	4850370

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
William Robert Chetney	Shareholder	1 Mar 2007	25% - 50%	1598915

Based in Bryan

The principal office where Nrp Financial, Inc. performs its advisory services is located at 677 N. Main, Bryan, OH 43506, which is also the mailing address of the firm. An additional office of the firm is in Toledo, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-636-4677 or by fax 419-636-1722. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.oberlinonline.com.