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NOVA FINANCIAL SERVICES

1630 E River Rd
Suite 212
Tucson, Arizona 85718
Tel: 520-745-5555

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About NOVA FINANCIAL SERVICES

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.

Firm Information

SEC Current StatusApproved
Firm CRD#150148
SEC#801-79612
Assets Managed by Firm$342,468,206
No. of Clients1334
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1334$342,468,206
Individuals (other than high net worth individuals)607$237,787,054
High net worth individuals102$103,203,279
Pension and profit sharing plansFewer than 5 clients$112,964
Charitable organizationsFewer than 5 clients$1,046,022
Corporations or other businessesFewer than 5 clients$318,887

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