Overview
Assets Under Management: $203 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 617
Discretionary Accounts: 614
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 157908
Last Filing Date: 2025-02-28 00:00:00
Website: https://novusadvisors.com