NOVEM GROUP

350 Linden Oaks
Suite 140
Rochester, New York 14625
Tel: 585-348-9525

About NOVEM GROUP

NOVEM GROUP, formally registered with the SEC as NOVEM GROUP. The firm was established in 09/22/2011. They have over 8 offices throughout the country.

NOVEM GROUP is a Rochester, New York based Financial Planning firm with nearly $1,170,631,357 assets under management, offering retirement planning & investment advisory services to 4381 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158964
SEC#	801-72741
Assets Managed by Firm	$1,170,631,357
No. of Clients	4381
No. of Advisors	50

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4381	$1,170,631,357
Individuals (other than high net worth individuals)	2756	$569,880,765
High net worth individuals	147	$318,023,346
Pension and profit sharing plans	127	$280,299,704
Charitable organizations	2	$2,282,895

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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