Updated October 23, 2023
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Novem Group

Investment Advisor Firm
Total assets under management$1.1B
Years in business30+

About Novem Group

With a strong client focus and a results-driven approach, Novem Group offers individuals comprehensive investment and financial advice. They stand out for their capacity to tailor solutions to various circumstances, continuously investing in people, technology, and processes to remain at the forefront of the investment industry.

As a four-time honoree on the Top 100 Companies list of Rochester, New York, Novem Group's independence allows them to objectively assess each client's situation, ensuring tailored solutions that align with their goals.

For individuals seeking wealth management services, Novem Group excels in retirement planning, portfolio building, and long-term financial preparation. Their commitment to investing in innovation and expertise empowers them to remain leaders in the industry.

With a team of thirty financial advisors managing over $1 billion in assets at their Rochester location alone, Novem Group's investment philosophy is grounded in preparing portfolios for economic and market trends, with a focus on core holdings aligned with risk tolerance and time horizons. Their strategies steer portfolios toward their intended targets, providing clients with a solid foundation for their financial future.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Estate Planning
  3. Asset Management

More about Novem Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
15896457

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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