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James Peter Novakovich

NOVA WEALTH MANAGEMENT, INC.·BONITA SPRINGS, Florida
Unclaimed Profile
24311 WALDEN CENTER DR, BONITA SPRINGS, FL 34134CRD# 4446227Firm CRD# 169450
01

About

James Peter Novakovich is a registered financial advisor based in BONITA SPRINGS, Florida, affiliated with NOVA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NOVA WEALTH MANAGEMENT, INC.
NOVA WEALTH MANAGEMENT, INC.
AUM
$152M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NOVA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4446227
Firm CRD# 169450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Peter Novakovich offer?
James Peter Novakovich specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.
What are James Peter Novakovich's credentials?
James Peter Novakovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Peter Novakovich located?
James Peter Novakovich is based in BONITA SPRINGS, Florida, working with NOVA WEALTH MANAGEMENT, INC.. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.
How does James Peter Novakovich charge for services?
James Peter Novakovich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NOVA WEALTH MANAGEMENT, INC.?
NOVA WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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