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Building 2NOVA FINANCIAL SERVICES

Map pinTUCSON, AZ
Phone520-745-5555
NotebookSEC #801-79612
Total AUM
$469.4M
Employees
10
Clients
738

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1630 E RIVER RD
SUITE 212
TUCSON
AZ 85718
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
520-745-5555
Other Offices
1

ReceiptFinancials

Total AUM
$469.4M
Accounts
1,388
Discretionary
$468.9M
Accounts
1,384
Non-Discretionary
$545.7K
Accounts
4

ContactClients

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Individual Clients
594
AUM
$192.6M
HNW Individual Clients
144
AUM
$276.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILNVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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