Investment adviser · CRD 114673

NOVOS PLANNING ASSOCIATES INC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$93.6M
Form ADV · Item 5.F
Client accounts
60
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

122 EAST 42ND STREET, SUITE 2805
NEW YORK, NY, 10168, United States

CRD 114673

Filing source

Form ADV 1093277 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.