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NOVAPOINT CAPITAL LLC
1175 Peachtree St Ne
Suite 1825
Atlanta, Georgia 30361
Tel: (404) 445-7885
About NOVAPOINT CAPITAL LLC
NOVAPOINT CAPITAL LLC, formally registered with the SEC as NOVAPOINT CAPITAL LLC. The firm was established in 07/01/2019. They have over 1 offices throughout the country.
NOVAPOINT CAPITAL LLC is a Atlanta, Georgia based Financial Planning firm with nearly $384,065,874 assets under management, offering retirement planning & investment advisory services to 704 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173663 |
| SEC# | 801-116881 |
| Assets Managed by Firm | $384,065,874 |
| No. of Clients | 704 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 704 | $384,065,874 |
| Individuals (other than high net worth individuals) | 138 | $41,320,832 |
| High net worth individuals | 67 | $213,701,296 |
| Charitable organizations | 1 | $362,311 |
| Other investment advisers | 4 | $128,409,214 |
| Corporations or other businesses | 1 | $272,221 |
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