Overview
Assets Under Management: $425 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 104
Average Client Assets: $3.8 million
Frequently Asked Questions
NOVA WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125489), NOVA WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
NOVA WEALTH MANAGEMENT GROUP, LLC is headquartered in ATLANTA, GA.
NOVA WEALTH MANAGEMENT GROUP, LLC serves 104 high-net-worth clients according to their SEC filing dated March 21, 2018. View client details ↓
According to their SEC Form ADV, NOVA WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NOVA WEALTH MANAGEMENT GROUP, LLC manages $425 million in client assets according to their SEC filing dated March 21, 2018.
According to their SEC Form ADV, NOVA WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.50%
Average Client Assets: $3.8 million
Total Client Accounts: 1,030
Discretionary Accounts: 1,026
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 125489
Filing ID: 1192823
Last Filing Date: 2018-03-21 15:42:00