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 $342,468,206 assets under management, offering retirement planning & investment advisory services to 1334 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150148 |
SEC# | 801-79612 |
Assets Managed by Firm | $342,468,206 |
No. of Clients | 1334 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1334 | $342,468,206 |
Individuals (other than high net worth individuals) | 607 | $237,787,054 |
High net worth individuals | 102 | $103,203,279 |
Pension and profit sharing plans | Fewer than 5 clients | $112,964 |
Charitable organizations | Fewer than 5 clients | $1,046,022 |
Corporations or other businesses | Fewer than 5 clients | $318,887 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Tucson, Arizona