NOVA FINANCIAL SERVICES

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

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 Status	Approved
Firm CRD#	150148
SEC#	801-79612
Assets Managed by Firm	$342,468,206
No. of Clients	1334
No. of Advisors	7

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 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

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