NOVEM GROUP

ROCHESTER, New York·7 registered advisors·CRD# 158964
SEC# 801-727417585-348-9525
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NOVEM GROUP

7 registered advisors
Amanda Rachel Esteves
ROCHESTER, New York
Charles Gabriel Herendeen
ROCHESTER, New York
Christopher Schaeffer
ROCHESTER, New York
Jeffrey Bernard Altieri
ROCHESTER, New York
Jeremy Thomas Raco
ROCHESTER, New York
Patrick Daniel Manuel
ROCHESTER, New York
Robert Joseph Bartolotta
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
7 advisors

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Data sourced from SEC Form ADV filings. NOVEM GROUP (CRD# 158964) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.