1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NOVI WEALTH PARTNERS

Map pinPRINCETON, NJ
Phone609-921-7002
NotebookSEC #801-77565
Total AUM
$612.8M
Employees
11
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
512 EXECUTIVE DRIVE
PRINCETON
NJ 08540
United States
Operating Hours
9 - 5
Monday - Friday
Phone
609-921-7002

ReceiptFinancials

Total AUM
$612.8M
Accounts
1,001
Discretionary
$610.4M
Accounts
998
Non-Discretionary
$2.4M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
120
AUM
$60.6M
HNW Individual Clients
150
AUM
$549.8M
Pension/Profit Sharing Plan Clients
2
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNJNYPATXVAVT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account