1630 E River Rd
Suite 212
Tucson, Arizona 85718
Tel: 520-745-5555
NOVA FINANCIAL SERVICES, formally registered with the SEC as NOVA FINANCIAL SERVICES. The firm was established in 04/25/2014. They have over 2 offices throughout the country.
NOVA FINANCIAL SERVICES is a Tucson, Arizona based Financial Planning firm with nearly $290,301,691 assets under management, offering retirement planning & investment advisory services to 1409 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150148 |
SEC# | 801-79612 |
Assets Managed by Firm | $290,301,691 |
No. of Clients | 1409 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1409 | $290,301,691 |
Individuals (other than high net worth individuals) | 504 | $196,243,836 |
High net worth individuals | 289 | $92,068,571 |
Corporations or other businesses | 15 | $1,989,284 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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