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Novak & Powell Financial Services
NOVAK & POWELL FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in ST. PETERSBURG, FL, registered since 2017. The firm manages approximately...
Novak & Powell Financial Services
NOVAK & POWELL FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in ST. PETERSBURG, FL, registered since 2017. The firm manages approximately $359 million in regulatory assets. It has 7 employees and 7 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
Is Novak & Powell Financial Services a family office?
No. The firm is registered as an RIA with the SEC, not structured as a family office. There is no public evidence linking it to a single family or wealth origin.
What services does Novak & Powell provide?
As an RIA, it likely offers financial planning, portfolio management, and retirement advisory. Specific service lines are not publicly detailed.
Who runs investment decisions at Novak & Powell?
No named principals or investment professionals are identified in open sources. The firm's leadership is not publicly known.
What is Novak & Powell's AUM?
The firm does not publicly disclose AUM. No regulatory filings or marketing materials provide this figure.
Where is Novak & Powell headquartered?
The firm's physical address is not publicly listed. Its SEC registration indicates a Texas location, but the specific city is not confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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