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Building 2PW NOVA FINANCIAL SERVICES LLC

Map pinNEWTOWN, PA
Phone267-753-7065
NotebookSEC #801-131527
Total AUM
$654.3M
Employees
6
Clients
733

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SOUTH STATE ST.
SUITE 1A
NEWTOWN
PA 18940
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
267-753-7065

ReceiptFinancials

Total AUM
$654.3M
Accounts
1,713
Discretionary
$650.1M
Accounts
1,712
Non-Discretionary
$4.2M
Accounts
1

ContactClients

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Individual Clients
581
AUM
$154.7M
HNW Individual Clients
140
AUM
$474.3M
Pension/Profit Sharing Plan Clients
6
AUM
$11.5M
Charitable Organization Clients
5
AUM
$1.8M
Government Entity Clients
1
AUM
$12.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZDEFLILMAMDNJNYPATX

HandshakeAffiliates

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

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