Overview
Assets Under Management: $1.7 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 407
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 407
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,954
Discretionary Accounts: 1,949
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 117949
Filing ID: 2007314
Last Filing Date: 2025-08-04 08:59:00
Website: https://novarecapital.com