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
% Discretionary
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
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