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Amanda Rachel Esteves

NOVEM GROUP·ROCHESTER, New York
Unclaimed Profile
350 LINDEN OAKS, ROCHESTER, NY 14625CRD# 5597000Firm CRD# 158964
01

About

Amanda Rachel Esteves is a registered financial advisor based in ROCHESTER, New York, affiliated with NOVEM GROUP. 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
Nonprofits & Foundations
03

Firm Overview

Firm
NOVEM GROUP
NOVEM GROUP
AUM
$1.2B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at NOVEM GROUP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5597000
Firm CRD# 158964
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amanda Rachel Esteves offer?
Amanda Rachel Esteves specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Amanda Rachel Esteves's credentials?
Amanda Rachel Esteves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Rachel Esteves located?
Amanda Rachel Esteves is based in ROCHESTER, New York, working with NOVEM GROUP. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Amanda Rachel Esteves charge for services?
Amanda Rachel Esteves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NOVEM GROUP?
NOVEM GROUP has approximately 50 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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