NOVA FINANCIAL SERVICES

RIASEC RegisteredEst. 2014

Total AUM

$469M

Discretionary

$469M

100% of AUM

Avg account

$338K

Accounts

1,388

Employees

Advisory reps

Firm details

Headquarters: TUCSON, Arizona
CRD number: 150148
Registered since: April 25, 2014
Website: www.yourfuturebynova.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.97%
Individuals41.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nova Financial Services is an independent registered investment adviser organized as an LLC and SEC-registered in 2014. The firm serves individual and family clients and functions as a capital allocator, pairing financial planning and portfolio management with insurance brokerage services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.