Novi Wealth Partners
Novi Wealth Partners (CRD# 166539) is a financial advisory firm headquartered in Princeton, NJ. They manage $426,875,370 in 822 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management427MILLION
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Total Number of Accounts822ACCOUNTS
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Average Account Value$519,313
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
NH, NJ, NY, PA, TX, VT
Robert Dunn (CRD# 4377140) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has 1 year of experience in the finance industry.
Ryan Dunn (CRD# 6160164) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 10 years of experience in the finance industry.
Daniel Satz (CRD# 5420533) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 15 years of experience in the finance industry.
Ryan Vogel (CRD# 4687524) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 20 years of experience in the finance industry.
Brenden Leese (CRD# 7291337) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 3 years of experience in the finance industry.
Devin Starr (CRD# 6971639) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 4 years of experience in the finance industry.