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NOVAK & POWELL FINANCIAL SERVICES, INC.
CRD 112970 · SEC 801-108964
146 SECOND ST N, SUITE 310, ST. PETERSBURG, FL, 33701, United States
Phone
727-451-3440
Fax
866-232-7698
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$359.5M
Discretionary AUM
$359.5M
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 426 | $359.5M |
States served
AL, AZ, CA, CO, GA, IN, MA, NY, NC, PA, RI, WV, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD