PPrivate Fund Data Log in Join · $37/mo

Novak & Powell Financial Services, Inc.

● SEC registered since 2017CRD 112970SEC# 801-108964St. Petersburg, FL
Export (members)
Reg. AUM
$333.6M
Employees
8
Accounts
952
Location
St. Petersburg, FL

Novak & Powell Financial Services, Inc. assets under management

Novak & Powell Financial Services, Inc. operates as an SEC-registered investment adviser based in St. Petersburg, FL. The firm has been registered since 2017. It reports $333.6 million in regulatory assets under management and employs 8 people.
www.carrteam.comView on SEC.gov ↗

Novak & Powell Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David William Novak ControlPrincipal, Chief Compliance Officer50-75%2013
Joshua D Powell ControlPrincipal50-75%2013

Frequently asked questions

How much does Novak & Powell Financial Services, Inc. manage?

Novak & Powell Financial Services, Inc. reports $333.6 million in regulatory assets under management on its Form ADV.

How many employees does Novak & Powell Financial Services, Inc. have?

Novak & Powell Financial Services, Inc. reports 8 employees.

Where is Novak & Powell Financial Services, Inc. located?

Novak & Powell Financial Services, Inc. is based in St. Petersburg, FL and has been SEC-registered since 2017.

Does Novak & Powell Financial Services, Inc. disclose fund performance?

Novak & Powell Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address146 Second St N, Suite 310, St. Petersburg, FL 33701
Phone727-451-3440
Fax866-232-7698
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$333.6M
Non-discretionary$0
Total (RAUM)$333.6M