Overview
Assets Under Management: $391 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 7
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.34
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 1,354
Discretionary Accounts: 1,346
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 150148
Filing ID: 2003936
Last Filing Date: 2025-07-15 15:25:00
Website: https://investwithnova.com