NOVI WEALTH PARTNERS - Financial Advisor in New Jersey, Princeton

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

About NOVI WEALTH PARTNERS

NOVI WEALTH PARTNERS is a Princeton, New Jersey based financial advisory firm with nearly $426,875,370 in assets under management and provides investment advisory services for 822 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

166539

Firm SEC#:

801-77565

Assets Under Management:

$426,875,370

No. of Clients:

822

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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