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Building 2NOVAK FINANCIAL PLANNING LLC

Map pinBEL AIR, MD
Phone410-515-6310
NotebookSEC #801-57319
Total AUM
$349.2M
Employees
5
Clients
441

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2231 OLD EMMORTON ROAD
BEL AIR
MD 21015
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
410-515-6310

ReceiptFinancials

Total AUM
$349.2M
Accounts
1,369
Discretionary
$324.7M
Accounts
1,279
Non-Discretionary
$24.6M
Accounts
90

ContactClients

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Individual Clients
321
AUM
$127.3M
HNW Individual Clients
119
AUM
$219.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDPASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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