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...

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

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.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles