Daniel Jason Lupo
Investment adviser representative at Npf Investment Advisors
14 yearsExperience
1 stateRegistered in
CFADesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Npf Investment AdvisorsJan 2025 to now
- Norris Perne & French LLPOct 2012 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Npf Investment Advisors
Legal name: Norris Perne & French LLP
$2.7BAssets managed
993Clients
13Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6723031
- Firm CRD
- 104683