NOVAK & POWELL FINANCIAL SERVICES, INC.

146 Second St N
Suite 310
St. Petersburg, Florida 33701
Tel: 727-451-3440

About NOVAK & POWELL FINANCIAL SERVICES, INC.

NOVAK & POWELL FINANCIAL SERVICES, INC, formally registered with the SEC as NOVAK & POWELL FINANCIAL SERVICES, INC. The firm was established in 01/24/2017. They have over 5 offices throughout the country.

NOVAK & POWELL FINANCIAL SERVICES, INC. is a St. Petersburg, Florida based Financial Planning firm with nearly $305,936,638 assets under management, offering retirement planning & investment advisory services to 1043 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112970
SEC#	801-108964
Assets Managed by Firm	$305,936,638
No. of Clients	1043
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1043	$305,936,638
Individuals (other than high net worth individuals)	436	$305,936,638

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