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NOVEM GROUP
ROCHESTER, NY
585-348-9525
SEC #801-72741Total AUM
$1.7B
Employees
52Clients
3,658Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
350 LINDEN OAKS
SUITE 140
ROCHESTER
NY 14625
United States
SUITE 140
ROCHESTER
NY 14625
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
585-348-9525
Other Offices
8
Financials
Total AUM
$1.7B
Accounts
5,571Discretionary
$1.5B
Accounts
5,396Non-Discretionary
$262.7M
Accounts
175
Clients
Individual Clients
3,253AUM
$825.7M
HNW Individual Clients
260AUM
$546.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
137AUM
$343.6M
Charitable Organization Clients
2AUM
$1.3M
Government Entity Clients
1AUM
$118.5K
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAIAILKSLAMAMDMEMINCNDNENHNJNYOHORPARISCTNTXVAVTWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.