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RIA · CRD 112970SEC-Registered

Updated:

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...

Overview

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

Frequently asked questions

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.

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