Overview
Assets Under Management: $242 million
Headquarters: BEL AIR, MD
High-Net-Worth Clients: 80
Average Client Assets: $1.6 million
Frequently Asked Questions
NOVAK FINANCIAL PLANNING 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 #109326), NOVAK FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
NOVAK FINANCIAL PLANNING LLC is headquartered in BEL AIR, MD.
NOVAK FINANCIAL PLANNING LLC serves 80 high-net-worth clients according to their SEC filing dated November 13, 2018. View client details ↓
According to their SEC Form ADV, NOVAK FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
NOVAK FINANCIAL PLANNING LLC manages $242 million in client assets according to their SEC filing dated November 13, 2018.
According to their SEC Form ADV, NOVAK FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.61%
Average Client Assets: $1.6 million
Total Client Accounts: 1,486
Discretionary Accounts: 1,144
Non-Discretionary Accounts: 342
Regulatory Filings
CRD Number: 109326
Filing ID: 1251111
Last Filing Date: 2018-11-13 13:47:00