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NOVEM GROUP
CRD 158964 · SEC 801-72741
350 LINDEN OAKS, SUITE 140, ROCHESTER, NY, 14625, United States
Phone
585-348-9525
Fax
585-348-9513
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.72B
Discretionary AUM
$1.45B
Team
52 total employees; 50 advisory reps; 4 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3253 | $825.7M |
| High net worth individuals | 260 | $546.9M |
| Pension/profit sharing plans | 137 | $343.6M |
| Charitable organizations | 2 | $1.3M |
| State/municipal entities | 1 | $118K |
States served
VT, AZ, CA, CO, DC, GA, IL, IA, KS, LA, ME, MD, MA, MI, NE, NJ, NY, NC, ND, OH, OR, PA, RI, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD