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Building 2NOVICK & COMPANY FINANCIAL GROUP, LLC

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Phone203-801-0622
NotebookSEC #801-70386
Total AUM
$215M
Employees
7
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
203-801-0622
Other Offices
1

ReceiptFinancials

Total AUM
$215M
Accounts
185
Discretionary
$215M
Accounts
185
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$66.5M
HNW Individual Clients
77
AUM
$122.5M
Pension/Profit Sharing Plan Clients
3
AUM
$3.7M
Charitable Organization Clients
1
AUM
$904.3K
Corporation or Business Clients
4
AUM
$21.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYPA

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

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