Novos Planning Associates Inc is a large advisory firm based in New York. It manages $93.64 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Novos Planning Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Novos Planning Associates Inc is $93.64 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Novos Planning Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Madeline Isaacs Noveck has been acting as President since 1 Jan 1985. Mercer Advisors Inc. joined the executive team most recently as the Parent Company.
The principal office where Novos Planning Associates Inc performs its advisory services is located at 122 East 42 Nd Street, New York, NY 10168, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-355-1806 or by fax 212-626-7806. The normal business hours are 9:30 am to 5:30 pm on Monday - Friday.