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NOVAK & POWELL FINANCIAL SERVICES, INC.
NOVAK & POWELL FINANCIAL SERVICES, INC.
ST. PETERSBURG, Florida
·
2 registered advisors
·
CRD# 112970
SEC# 801-108964
4
727-451-3440
01
Firm Overview
AUM
$306M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at NOVAK & POWELL FINANCIAL SERVICES, INC.
2 registered advisors
David William Novak
ST. PETERSBURG, Florida
CRD# 2811131
Joshua D Powell
ST. PETERSBURG, Florida
CRD# 4225150
05
Office Locations
ST. PETERSBURG, Florida
2 advisors
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Data sourced from SEC Form ADV filings. NOVAK & POWELL FINANCIAL SERVICES, INC. (CRD# 112970) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.