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NOVA FINANCIAL SERVICES

NOVA FINANCIAL LLC

CRD 150148 · SEC 801-79612

Visit website

1630 E RIVER RD, SUITE 212, TUCSON, AZ, 85718, United States

Phone

520-745-5555

Fax

520-901-1810

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$469.4M

Discretionary AUM

$468.9M

Team

10 total employees; 7 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals594$192.6M
High net worth individuals144$276.8M

States served

AZ, CA, CO, IL, NV, OR, UT, WA, TX

All web addresses on file

Official SEC filing: View on IAPD