607 Pendleton Street
Suite 101-B
Greenville, South Carolina 29601
Tel: 864-272-3579
NOVUS ADVISORS, formally registered with the SEC as NOVUS ADVISORS. The firm was established in 11/19/2013. They have over 4 offices throughout the country.
NOVUS ADVISORS is a Greenville, South Carolina based Financial Planning firm with nearly $174,682,381 assets under management, offering retirement planning & investment advisory services to 498 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157908 |
SEC# | 801-78828 |
Assets Managed by Firm | $174,682,381 |
No. of Clients | 498 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 498 | $174,682,381 |
Individuals (other than high net worth individuals) | 236 | $39,428,658 |
High net worth individuals | 63 | $78,100,048 |
Pension and profit sharing plans | Fewer than 5 clients | $57,153,675 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$368,018,536,946 | 1688501 | 31366 | |
$26,631,669,631 | 59 | 368 | |
$4,193,707,521 | 47 | 16 | |
$3,451,348,607 | 922 | 10 | |
$3,362,897,429 | 11192 | 117 |
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