NOVEM GROUP
Rochester, New York
5.0
2 Reviews
Novem Group is a highly reputable regional investment advisory firm headquartered in Rochester, NY. With over 1,420 individual clients and an impressive $1,072,750,000 in assets under management, they have established themselves as trusted financial partners. Operating across nine offices, Novem Group caters to a diverse range of clients, managing assets sourced from employer 401Ks and individuals, which comprise about half of their total portfolio. Their extensive experience in this sector has solidified their expertise in providing comprehensive investment solutions. Notably, Novem Group manages 77% of their assets on a discret...
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Assets Under Mgmt

$1.07B

Investment Professionals

57

Locations

8

% 401K & Individual

50%

% Discretionary

77%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.