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Building 2NOVAK & POWELL FINANCIAL SERVICES, INC.

Map pinST. PETERSBURG, FL
Phone727-451-3440
NotebookSEC #801-108964
Total AUM
$359.5M
Employees
7
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
146 SECOND ST N
SUITE 310
ST. PETERSBURG
FL 33701
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
727-451-3440
Other Offices
4

ReceiptFinancials

Total AUM
$359.5M
Accounts
945
Discretionary
$359.5M
Accounts
945
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
426
AUM
$359.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ALAZCACOFLGAINMAMONCNYPARITXWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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