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NOVUS ADVISORS
607 Pendleton Street
Suite 101-B
Greenville, South Carolina 29601
Tel: 864-272-3579
About NOVUS ADVISORS
NOVUS ADVISORS, formally registered with the SEC as NOVUS ADVISORS. The firm was established in 11/19/2013. They have over 5 offices throughout the country.
NOVUS ADVISORS is a Greenville, South Carolina based Financial Planning firm with nearly $202,942,595 assets under management, offering retirement planning & investment advisory services to 617 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157908 |
| SEC# | 801-78828 |
| Assets Managed by Firm | $202,942,595 |
| No. of Clients | 617 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 617 | $202,942,595 |
| Individuals (other than high net worth individuals) | 316 | $41,103,117 |
| High net worth individuals | 50 | $129,966,119 |
| Pension and profit sharing plans | 3 | $31,873,359 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
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