Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Frequently Asked Questions
NOVICK & COMPANY FINANCIAL 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 #149287), NOVICK & COMPANY FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
NOVICK & COMPANY FINANCIAL GROUP, LLC serves 77 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, NOVICK & COMPANY FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
NOVICK & COMPANY FINANCIAL GROUP, LLC manages $215 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, NOVICK & COMPANY FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 149287
Last Filing Date: 2024-03-26 00:00:00
Website: https://thencfg.com