Novem Group
Novem Group (CRD# 158964) is a financial advisory firm headquartered in Rochester, NY. They manage $1,170,631,357 in 4,381 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,171MILLION
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Total Number of Accounts4,381ACCOUNTS
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Average Account Value$267,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA
Jeremy Raco (CRD# 2641148) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 27 years of experience in the finance industry.
Stephen Roehrig (CRD# 2826376) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 24 years of experience in the finance industry.
Mackenzi Springer (CRD# 6939365) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 5 years of experience in the finance industry.
James Ugone (CRD# 2699708) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 28 years of experience in the finance industry.
Gregory Wagner (CRD# 6713489) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 7 years of experience in the finance industry.
Colin Murray (CRD# 7374714) is an Investment Advisor Representative working at Novem Group in Grand Island, NE and has 1 year of experience in the finance industry.
Jordan Reinertson (CRD# 7639069) is an Investment Advisor Representative working at Novem Group in Grand Island, NE and has 1 year of experience in the finance industry.
Gavin Ugone (CRD# 7352007) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 2 years of experience in the finance industry.
Torry Whitcher (CRD# 6515507) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 8 years of experience in the finance industry.
Daniel Williams (CRD# 7682411) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has 1 year of experience in the finance industry.