NOVI WEALTH PARTNERS

512 Executive Drive
Princeton, New Jersey 08540
Tel: 609-921-7002

About NOVI WEALTH PARTNERS

NOVI WEALTH PARTNERS, formally registered with the SEC as NOVI WEALTH PARTNERS. The firm was established in 01/01/2013. They have over 1 offices throughout the country.

NOVI WEALTH PARTNERS is a Princeton, New Jersey based Financial Planning firm with nearly $426,875,370 assets under management, offering retirement planning & investment advisory services to 822 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166539
SEC#	801-77565
Assets Managed by Firm	$426,875,370
No. of Clients	822
No. of Advisors	10

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

Firm Client Information

	No. of Clients	AUM
Firm Total	822	$426,875,370
Individuals (other than high net worth individuals)	121	$51,677,551
High net worth individuals	114	$371,977,502
Pension and profit sharing plans	9	$3,220,317

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