PRIVATE WEALTH MANAGEMENT GROUP LLC

NOVI WEALTH PARTNERS
PRINCETON, New Jersey·3 registered advisors·CRD# 166539
SEC# 801-775650609-921-7002
01

Firm Overview

AUM
$427M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRIVATE WEALTH MANAGEMENT GROUP LLC

3 registered advisors
Daniel H Satz
PRINCETON, New Jersey
Robert B Dunn
PRINCETON, New Jersey
Ryan M Vogel
PRINCETON, New Jersey
05

Office Locations

PRINCETON, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. PRIVATE WEALTH MANAGEMENT GROUP LLC (CRD# 166539) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.