Overview
Assets Under Management: $334 million
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 8
Average Client Assets: $42 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $42 million
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