NOVEN FINANCIAL GROUP, INC.
Total AUM
$298.5M
Employees
6Clients
205Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1777 S. HARRISON STREET
SUITE 1500
DENVER
CO 80210
United States
SUITE 1500
DENVER
CO 80210
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
303-782-9100
Financials
Total AUM
$298.5M
Accounts
962Discretionary
$272.6M
Accounts
916Non-Discretionary
$25.9M
Accounts
46
Clients
Individual Clients
116AUM
$34.5M
HNW Individual Clients
79AUM
$252.9M
Pension/Profit Sharing Plan Clients
8AUM
$8.2M
Charitable Organization Clients
1AUM
$1.6M
Corporation or Business Clients
1AUM
$1.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLILTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.