Novak & Powell Financial Services, Inc.

Novak & Powell Financial Services, Inc. (CRD# 112970) is a financial advisory firm headquartered in Boulder, CO. They manage $84,781,770 in 400 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $211,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, MO, TX

Financial Advisors at Novak & Powell Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joshua D. Powell
CRD#: 4225150
1942 Broadway, Suite 314, Boulder, CO 80302
93
Wealthminder
score

Joshua Powell (CRD# 4225150) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Boulder, CO and has over 16 years of experience in the finance industry.

2
David W. Novak
CRD#: 2811131
146 Second Street North, Suite 306, Saint Petersburg, FL 33701
73
Wealthminder
score

David Novak (CRD# 2811131) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 16 years of experience in the finance industry.

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