Overview
Assets Under Management: $334 million
Headquarters: ST. PETERSBURG, FL
Frequently Asked Questions
NOVAK & POWELL FINANCIAL SERVICES, INC. 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 #112970), NOVAK & POWELL FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
NOVAK & POWELL FINANCIAL SERVICES, INC. is headquartered in ST. PETERSBURG, FL.
According to their SEC Form ADV, NOVAK & POWELL FINANCIAL SERVICES, INC. offers portfolio management for individuals. View all service details ↓
NOVAK & POWELL FINANCIAL SERVICES, INC. manages $334 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, NOVAK & POWELL FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Total Client Accounts: 952
Discretionary Accounts: 952
Regulatory Filings
CRD Number: 112970
Filing ID: 1936498
Last Filing Date: 2025-03-28 08:13:00
Website: https://novakpowell.com