NOVAK & POWELL FINANCIAL SERVICES, INC.

NOVAK & POWELL FINANCIAL SERVICES, INC. of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 112970). Regulatory assets under management: $359.5M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (4)

NameRoleLocation
David William NovakPRINCIPAL, CHIEF COMPLIANCE OFFICER
Joshua D PowellPRINCIPAL
NOVAK DAVID WILLIAMPRINCIPAL, CHIEF COMPLIANCE OFFICER
POWELL JOSHUA DPRINCIPAL

Disclosures (2)

InitiatedTypeAllegationsStatusAmount
regulatory

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