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Novem Group Share
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Overview Share
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Rochester, New York
$733.6 million AUM
9 offices

Novem Group is based in Rochester, New York and has $733.6 million in assets under management.

Location
350 Linden Oaks
Suite 140
Rochester, NY 14625
$733.6 million
AUM
45
Employees
AUM Share
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$733,585,946
Assets under management
2,596 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,007 $389,534,199 53% $194,088
High net worth individuals 66 $137,406,114 19% $2,081,911
Pension and profit sharing plans 82 $205,671,766 28% $2,508,192
Charitable organizations 2 $630,328 0% $315,164
State or municipal government entities 1 $343,539 0% $343,539
Employees Share
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45
Employees
45
Investment analysts
100% of total employees
AUM per employee Share
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$733,585,946
Assets under management
$16,301,910
AUM per employee
$16,301,910
AUM per investment analyst
About Share
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Compensation

Novem Group makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Novem Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 158,964
SEC number 801-72741
Legal structure Corporation
Legal governance New York, United States
Latest ADV filing date March 19, 2020

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