NOVAK FINANCIAL PLANNING LLC

BEL AIR, Maryland·2 registered advisors·CRD# 109326
SEC# 801-573190410-515-6310
01

Firm Overview

AUM
$349M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NOVAK FINANCIAL PLANNING LLC

2 registered advisors
Carol A Novak
BEL AIR, Maryland
Daniel Joseph Novak
BEL AIR, Maryland
05

Office Locations

BEL AIR, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. NOVAK FINANCIAL PLANNING LLC (CRD# 109326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.